Ian Gates
Advisor at Bastion Fiduciary
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ian Gates is a Series 65 licensed financial advisor at Bastion Fiduciary with one year of industry experience. His background includes roles with Bastion Fiduciary, Islamorada Investment Management, and various positions in government contracting and the military. Outside of advising, he has been self-employed in non-investment activities. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm employs Modern Portfolio Theory and fundamental analysis to construct diversified portfolios and serves as a sub-adviser and portfolio manager to investment companies and ETFs.
Client services
Based on Bastion Fiduciary
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Based on Bastion Fiduciary
Cash flow / budgeting
General retirement planning
Wealth management
General estate planning guidance
Life insurance needs analysis
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.70% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
$250 to $500 per hour for project-based financial planning
Ongoing financial planning subscription fees range from $29 to $199 per month
Fee-only: Financial Planning: hourly fees $250 to $500; ongoing planning $29 to $199 monthly; project-based and ongoing fees negotiable.
Location
Islamorada, FL
Most active in
Ian G has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Bastion Fiduciary
2024 - Present (2 years)
Islamorada Investment Management
2024 - 2024 (1 year)
Self-Employed
2023 - Present (3 years)
At Home Parent
2022 - 2023 (1 year)
ATSG (Contractor to FBI)
2021 - 2021 (1 year)
J2-JRISE staff, US Africa Command
2017 - 2020 (3 years)
Cencore LLC (Contractor to Defense Intel Agency)
2017 - 2017 (1 year)
Nyack College
2016 - 2017 (1 year)
Villanova University
2015 - 2017 (2 years)
Maryland Army National Guard
2014 - 2022 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Robert B
Series 63, Series 65
Key Largo, FL
Reef Advisors LLC
Patrick R
Series 63
Islamorada, FL
P.F. Roberts & Associates
Andrew M
Series 65
Tavernier, FL
Lodestone Wealth Management LLC
Manuel N
Series 66
Key Largo, FL
Ongoing Wealth Management
David W
Series 63
Key Largo, FL
Ongoing Wealth Management
Jeffrey A
CFP®, Series 65
Islamorada, FL
Bastion Fiduciary
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")