Gateway Financial Advisors Texas, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,640,012
Total clients
101
7% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
51
Average account size
$342,970
About
Gateway Financial Advisors Texas serves individual and high-net-worth clients with tailored portfolio management and ongoing comprehensive financial planning. The firm develops client-specific investment policy statements, implements discretionary portfolios, and delivers written or electronic financial plans and follow-up as part of its ongoing planning service.
The adviser combines fundamental and technical analysis with Modern Portfolio Theory to construct diversified portfolios aligned with each client’s goals and risk tolerance. Accounts are reviewed on a regular schedule with quarterly reporting and continuous monitoring, and the firm documents client-imposed restrictions and investment objectives in each client file.
Distinctive features noted in the brochure include a Certified Divorce Financial Analyst credential held by the firm’s principal and a disclosed practice of transacting insurance business as an ancillary activity, both of which shape the firm’s niche service mix and conflict disclosures. As a small, two-advisor firm managing roughly $34–35 million on a supported platform, the firm also leverages platform-provided conferences, seminars, and educational materials and issues periodic written communications to clients — practices the brochure highlights that are less common among peers.
Client services
Fee options
$250,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
Insurance product commissions are earned by Diane Hall separately from advisory fees
Account minimum: $250,000 Fee-only: Ongoing Comprehensive Financial Planning: $100.00 per month, Initial comprehensive plan fee: $500 (may be reduced or waived)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Gateway Financial Advisors Texas, LLC
Lampasas TX, United States
Number of offices
2
Forms ADV
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