Gates Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gates Investment Advisors provides personalized investment management and financial planning services primarily to individual and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary portfolio management and tailors recommendations around cash‑flow, retirement, tax planning, insurance review, and an asset‑class allocation and risk analysis for each client.
The firm’s investment approach is goal‑based and uses client questionnaires and consultations to set objectives, time horizons, and risk tolerance; analysis may include fundamental, technical, and cyclical methods, and accounts are reviewed regularly with reports at least quarterly. Custodians are selected based on execution and reporting considerations, and the firm monitors portfolios and conducts ad hoc reviews when market or client circumstances change.
A noteworthy distinction is that, while the advisory business states it does not sell commissioned products, firm principals maintain affiliated insurance and tax‑preparation businesses and may, from time to time, offer insurance products or tax services to clients for additional compensation. These affiliated activities and the resulting potential conflicts of interest are disclosed to clients and are managed by the firm through fiduciary obligations and client choice regarding whether to purchase those products or services.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Minimum fee: Minimum fee of $1,000 per year Fee-only: Yes, fee-based investment management only, no commissions.
Main office
3101 N Green River Road, Suite 830
Evansville IN 47715
Advisors at this office
2
Most active in
Indiana · Texas
Also doing business as
Centennial Wealth Advisory, LLC · Gates Investment Advisors, LLC · Senior Financial Consultants Usa, LLC
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:
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Elizabeth A
Series 65
Evansville, IN
Gates Investment Advisors, LLC
Elizabeth Allison is a financial advisor at Gates Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked for Evansville Teachers FCU for 11 years. Outside of advising, she is also an insurance agent involved in life and annuity insurance sales through Gates Financial Services, LLC. Gates Investment Advisors provides personalized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach and combines fundamental, technical, and cyclical analysis to tailor portfolio management and financial recommendations.
Gary G
Series 65
Evansville, IN
Gates Investment Advisors, LLC
Gary Gates is a financial advisor at Gates Investment Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Gates Investment Advisors since 2007 and Gates Financial Services, LLC since 2012. Outside of advisory services, he is also active as an insurance agent and provides tax preparation services. Gates Investment Advisors offers personalized investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a goal-based investment approach that incorporates fundamental, technical, and cyclical analyses, with portfolio reviews conducted regularly and custodians selected for execution and reporting quality.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")