Gateway Wealth Management, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 51 individual clients, 12 of them high net worth.
- Its average account is about $324,000 (assets it manages divided by its 149 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Saint Louis, Missouri |
|---|---|
| Website | gatewaywealthstl.com |
| [email protected] | |
| Phone | (314) 349-2711 |
Questions about Gateway Wealth Management, LLC
How much does Gateway Wealth Management, LLC charge?
Gateway Wealth Management, LLC publishes these prices: asset-based fee: 1.25% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Gateway Wealth Management, LLC have an account minimum?
Yes. Gateway Wealth Management, LLC states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Gateway Wealth Management, LLC paid?
Gateway Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Gateway Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Gateway Wealth Management, LLC.
What is the average account at Gateway Wealth Management, LLC?
Gateway Wealth Management, LLC's average account is about $324,000. That's the assets on its Form ADV divided by its 149 accounts.
What does Gateway Wealth Management, LLC specialize in?
Gateway Wealth Management, LLC's advisors and website list retirement planning and tax planning.
Gateway Wealth Management, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $1,000,000 1.25%" source
"there is a minimum household account balance of $1,000,000" source
"We charge based on “tiered” pricing that follows the schedule above." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $48 million |
| Individual clients | 39 |
| High-net-worth clients | 12 |
| Accounts managed | 149 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 323278 |