Bestgate Wealth Advisors, LLC

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Client assets under management

$162,404,904

Clients

118

46% high-net worth

Advisors

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,376,313

About

Bestgate Wealth Advisors serves individuals, including high‑net‑worth clients, as well as businesses and retirement plans, providing discretionary portfolio management alongside one‑time and ongoing financial planning services. Ongoing planning engagements include an initial consultation, biannual check‑ins, and annual plan updates as part of the firm’s client service process.

The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative analysis to implement primarily long‑term strategies across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), annuities, and commodities. Accounts are generally managed on a discretionary basis and allocations are tailored to each client’s goals, risk tolerance, and time horizon; the firm may also refer portions of portfolios to vetted third‑party advisers after conducting due diligence.

A distinctive feature is the firm’s affiliation with an accounting practice—Bestgate Tax & Accounting Advisors (f/k/a CMB Accounting)—with several owner entities and principals who are CPAs, which the brochure frames as providing integrated tax and operational perspectives while disclosing and describing policies to mitigate related conflicts of interest. Managing roughly $162 million for about 118 clients with a two‑advisor team, the firm documents fiduciary practices such as fair allocation of investment opportunities, at least biannual portfolio reviews, and formal proxy‑voting and code‑of‑ethics procedures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning Retirement plans for business owners (SEP, solo 401k) Annuities Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees based on complexity and time for financial plans and ongoing financial planning.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%

Project-based

Hourly rate for creating client financial plans up to $500 per hour.

Other

Account minimum: $6,000 Minimum fee: Minimum annual fee for combined assets under management and financial planning services is $6,000. Fee-only: Fixed fees for financial planning; hourly rate up to $500 per hour.

Main office location

Bestgate Wealth Advisors, LLC

5100 Buckeystown Pike, Ste 290

Frederick MD 21704, United States

Number of offices

Most active in

Maryland · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 301-662-7220

Advisors at this firm

Timothy S

CFP®, Series 65

Frederick, MD

Bestgate Wealth Advisors, LLC

Timothy Stolz is a Certified Financial Planner® with seven years of experience, currently serving as an advisor at Bestgate Wealth Advisors, LLC. He has a background that includes roles at SurePath Wealth Management, Court Place Advisors, and McLean, Koehler, Sparks & Hammond. Stolz is also a Certified Public Accountant and partner at Bestgate Tax & Accounting Advisors, LLC, a CPA firm focused on tax and accounting for small businesses and individuals. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm employs an investment approach that combines fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading and diversified allocations.

General tax planning Retirement plans for business owners (SEP, solo 401k) Annuities Cash flow / budgeting Founder/Business Owner Retired

Gregory W

CFP®

Frederick, MD

Bestgate Wealth Advisors, LLC

Gregory Will is a CFP® professional with six years of experience in financial advising. He has worked at Bestgate Wealth Advisors, LLC since 2019 and previously at Park Avenue Securities, LLC and Hertzbach & Company, PA. In addition to his advisory role, he is a principal at Bestgate Tax & Accounting Advisors, LLC, where he has been involved since 2018. Bestgate Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, businesses, and retirement plans. The firm manages approximately $129 million for over 100 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to implement long-term, diversified investment strategies.

General tax planning Retirement plans for business owners (SEP, solo 401k) Annuities Cash flow / budgeting Founder/Business Owner Retired

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