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Andrew Michael Ferguson

Advisor at Gateway Wealth Management, LLC — Guntersville, AL

Updated today

Credentials

CFP®, PFS™, Series 63

Experience

17 years

Location

Guntersville, AL 35976

Gateway Wealth Management, LLC

Independent

Total advisors

1

Clients per advisor

44 High

Avg AUM per client

$853,667 High

HNW client ratio

27% Typical

About

Andrew Ferguson is a CFP® and PFS™ with 17 years of industry experience. He is the sole advisor at Gateway Wealth Management, LLC in Guntersville, AL, where he has worked since 2014. In addition to financial advising, he is a partner and CPA at Gateway Group, LLC, providing tax and accounting services and offering continuing education primarily for CPAs and attorneys. Gateway Wealth Management, LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and consultation tailored to client objectives and risk tolerance, using a range of investment strategies and often recommending Charles Schwab for custody.

Client services

Based on Gateway Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on Gateway Wealth Management, LLC

Annuities

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Fee options

Percentage

$0 - $500,000: 1.00% annually (subject to minimum annual fee of $1,500) $500,001 - $1,500,000: 0.50% annually $1,500,001 - $5,000,000: 0.30% annually $5,000,001+: 0.20% annually

Project-based

Hourly fee rates ranging from $125 to $350 per hour for financial planning and consultation

Other

Account minimum: $150,000 Minimum fee: Minimum Annual Fee of $1,500 on first $500,000 of assets Fee-only: Financial planning and investment consultation services charged hourly at $125 - $350 per hour, billed in six-minute increments; fees negotiable and may be waived as part of asset management fee

Location

Guntersville, AL

4951 Spring Creek Drive

Guntersville AL 35976

Advisors at this office

1

Most active in

Alabama · Texas

Work history

17 years of industry experience

Gateway Wealth Management, LLC

2014 - Present • 12 years

Guntersville, AL

Gateway Group, Llc

2013 - Present • 13 years

Guntersville, AL

Michael Ferguson, CPA, CFP

2004 - 2009 • 5 years

Guntersville, AL

Michael Ferguson, CPA, CFP

2004 - 2004 • 1 year

Huntsville, AL

Disclosures

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

Business activities & affiliations

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Marcel D

Series 63, Series 65

Guntersville, AL

Eden Financial

Marcel Doumerc is a financial advisor at Eden Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of Anvil Wealth, Place 2 B, LLC, and Jasuco, LLC. Eden Financial serves individuals, retirement plans, charitable organizations, and small businesses with fee-only investment management and financial planning. The firm emphasizes a target asset allocation approach using both passive and active investment vehicles, offers discretionary management, and provides educational seminars and speaking engagements on finance and investing.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Social Security optimization Founder/Business Owner Women Professionals
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James G

Series 63, Series 65

Albertville, AL

Private Advisor Group, LLC

James Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His previous roles include positions at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. Gore operates Gore & Stisher Wealth Management as a DBA for his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through a fiduciary-based advisory model that incorporates third-party managers and proprietary technology platforms.

Annuities Founder/Business Owner
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Kerry C

CFP®, Series 63

Guntersville, AL

Steward Partners Investment Advisory, LLC

Kerry Chatham is a CFP® with 27 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC since 2024. Prior to joining Steward Partners, he spent 23 years at Raymond James Financial and its affiliate firms. Outside of his advisory role, Chatham is involved in estate planning consulting using specialized software and operates a small business focused on sporting collectibles and antiques. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Mitchell G

Series 63, Series 65

Albertville, AL

Private Advisor Group, LLC

Mitchell Gore is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC and Citizens Bank & Trust. Outside of his advisory role, Gore is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm operates a fiduciary-based advisory model utilizing technology platforms and third-party managers to implement diverse investment strategies.

Annuities Founder/Business Owner
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Mark N

Series 63, Series 65, Series 66

Guntersville, AL

Empower Advisory Group

Mark Narrell is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Allstate Financial Advisors, Farmers Insurance, Cetera, and Regions Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Barry G

Series 63

Arab, AL

Commonwealth Financial Network

Barry Guess is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998. In addition to his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its operations, technology, investment management, and compliance infrastructure.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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