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Meyer Gates Financial Advisors, Inc

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Client assets under management

$168,660,533

Clients

177

23% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

59

Typical

Average account size

$952,884

About

Meyer Gates Financial Advisors provides discretionary investment management, financial planning, and retainer/hourly advice to individuals, pension and profit‑sharing plans, trusts and estates, charitable organizations, and small businesses, managing about $168.7 million for roughly 177 clients. The firm documents client goals in Investment Policy Statements and offers ongoing portfolio monitoring, cash flow and retirement planning, and insurance planning advice (it does not sell insurance products).

Investment implementation follows a strategic, core‑and‑satellite asset allocation that emphasizes no‑load mutual funds and exchange‑traded funds supplemented by customized securities where appropriate, using both fundamental and technical analysis. Meyer Gates obtains written discretionary trading authority and may employ margin and option strategies — including use of margin in some accounts — which involve additional risks and the use of borrowed funds in client accounts.

Noteworthy features for a firm of its size include an unusually broad office footprint (five offices for a three‑advisor practice) and a regular program of retirement‑planning seminars, typically hosted at local universities, to educate prospective attendees. The firm also discloses a small number of trustee relationships in which an owner serves as trustee for four client accounts and does not vote proxies on behalf of clients, leaving proxy matters to clients or issuers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Social Security optimization Medicare planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Financial planning fees range from $50 to $5,000, negotiable; retainer agreements with negotiable annual fees

Percentage

$0 - $499,999: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Project-based

$375 per hour for limited scope engagements

Other

Account minimum: $500,000 Fee-only: Financial planning fees range from $50 to $5,000 and are negotiable; average costs range from $2,000 to $5,000 and included at no cost for clients whose investments are managed by Meyer Gates; hourly rate for limited scope engagements is $375/hour; retainer agreements with negotiable annual fees

Main office location

Meyer Gates Financial Advisors, Inc

9078 Union Centre Blvd., Suite 350

West Chester OH 45069, United States

Number of offices

5

Most active in

More info

Ohio · Tennessee

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

Website 937-220-4915

Advisors at this firm

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user avatar

Michael M

CFP®, Series 65

West Chester, OH

Meyer Gates Financial Advisors, Inc

Michael Moloney is a CFP® and Series 65-registered financial advisor with Meyer Gates Financial Advisors, Inc, based in West Chester, OH. He has 16 years of industry experience and also serves as the managing shareholder and an attorney at Sebaly Shillito & Dyer, a legal professional association. Moloney has been with Sebaly Shillito & Dyer since 1990 and with SS&D Financial, LLC since 2003. Meyer Gates Financial Advisors provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework with both fundamental and technical analysis, managing approximately $151 million for about 163 clients.

General retirement planning Social Security optimization Medicare planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Douglas M

Series 65

West Chester, OH

Meyer Gates Financial Advisors, Inc

Douglas Meyer is a financial advisor with Meyer Gates Financial Advisors, Inc. He holds a Series 65 designation and has nine years of industry experience. He has worked at SS+D Financial, Inc. since 2014. Meyer Gates Financial Advisors provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite framework and manages approximately $151 million for about 163 clients.

General retirement planning Social Security optimization Medicare planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Joseph G

Series 65

West Chester, OH

Meyer Gates Financial Advisors, Inc

Joseph Gates is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Meyer Gates Financial Advisors, Inc and previously held roles at SS&D Financial, Principal Financial Group, and American Financial Group. Meyer Gates Financial Advisors provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite framework and manages approximately $151 million for around 163 clients.

General retirement planning Social Security optimization Medicare planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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