Gasaway Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$103,090,624
Clients
384
Advisors
5
of 13 employees
About
Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third‑party administration and recordkeeping services for qualified retirement plans through its Alliance Retirement Plan Solutions DBA. The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates and corporations, and manages approximately $173.1 million in client assets.
The firm employs an active, long‑term investment approach that screens for seasoned managers and typically uses ETFs, mutual funds, certificates of deposit, and U.S. Treasuries within target allocations, managing most accounts on a discretionary basis and tailoring allocations to client objectives. For employer‑sponsored plans it creates and monitors model portfolios, can act as a 3(21) or 3(38) fiduciary, and implements age‑based default allocations with a glide path for participants who do not make elections.
Notable differences from many peers include the firm’s operation as an insurance agency — several advisory representatives are licensed to sell insurance products and may receive commissions for those sales — and its bundled/unbundled TPA and recordkeeping offerings to outside advisors via Alliance. The firm also provides participant education (employee enrollment and update meetings) and produces planning projections and model portfolio recommendations for plan participants, a combination of services that is less common among comparable team‑sized advisory firms.
Client services
Expertise
Fee options
Fixed fees for financial planning are possible but specifics not stated
Accounts under $50,000+: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75% $0 - $50,000: 1.75%
$250 per hour for non-discretionary accounts and financial planning services
Subscription fees ranging from $25 to $300 per month for financial planning services
Main office
7110 Stadium Drive
Kalamazoo MI 49009
Advisors at this office
5
Most active in
Florida · Illinois · Michigan
Also doing business as
Alliance Retirement Plan Solutions · Gasaway & Associates, Inc. · Gasaway Investment Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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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Advisors at this firm
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