Gates Pass Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gates Pass Advisors provides comprehensive financial planning and ongoing wealth management and portfolio management primarily for individual and high‑net‑worth clients. The firm manages roughly $207 million in discretionary assets for a relatively small client base and typically begins relationships with a written financial plan that can be implemented and monitored on an ongoing basis.
The firm’s investment approach emphasizes financial‑planning‑driven asset allocation, diversification, and tax‑aware management, employing a mix of individual securities, mutual funds, ETFs, fixed income, and cash. Implementation is generally delegated to third‑party Independent Managers accessed via a turn‑key platform, and Gates Pass typically exercises discretionary authority to monitor, rebalance, and adjust portfolios in line with clients’ objectives.
Distinctive features include the firm’s primary reliance on a single turn‑key platform (and the managers and proprietary products available through that platform) and the receipt of non‑cash services from recommended custodians, which the brochure identifies as potential conflicts of interest and that constrain the universe of investments the firm will consider. The brochure also discloses the firm’s use of paid Promoters for client referrals and a relatively small advisory team serving its client base, factors that may influence service delivery and client access.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Annual fixed fees for ongoing financial planning and portfolio management services; fixed fees for stand-alone financial planning and updates
Account minimum: $2,000,000 Minimum fee: Minimum annual fee of $10,000 for ongoing wealth management services Fee-only: Stand-alone financial planning fees generally set at a fixed fee of not less than $5,000; updates to financial plans generally set at a fixed fee of not less than $2,000
Main office
See office280 2nd Street, Suite 280
Los Altos CA 94022
Advisors at this office
1
Offices (3)
Most active in
California · Texas · Washington
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.
Quick links
Advisors at this firm
Erik S
CFA®, Series 63, Series 65
Bainbridge Island, WA
Gates Pass Advisors, LLC
Erik Schei is a CFA® charterholder with 19 years of industry experience. He is a financial advisor at Gates Pass Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Aria Wealth Management, Sowell Management Services, Omniscient Holdings, and Concert Wealth Management. Outside of his advisory work, he owns a consulting business, SVGRP, LLC, based in Bainbridge Island, Washington. Gates Pass Advisors provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm emphasizes asset allocation, diversification, and tax-aware portfolio construction, often implementing client portfolios through third-party independent managers and pooled investment vehicles accessed via a turn-key asset management platform.
Kanaka S
CFP®, Series 63
Los Altos, CA
Gates Pass Advisors, LLC
Kanaka Szabo Cummings is a CFP® with 27 years of experience in the financial services industry. She has been with Gates Pass Advisors, LLC since 2015. Gates Pass Advisors, LLC provides comprehensive financial planning and ongoing wealth management primarily for individual and high-net-worth clients. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, typically implementing strategies through third-party independent managers on a turn-key platform.
Louise A
CFP®, Series 63, Series 65
Upper Seattle, WA
Gates Pass Advisors, LLC
Louise Alexander is a CFP® professional with one year of experience in financial advising, currently with Gates Pass Advisors, LLC. She previously worked at Merrill, Newground Social Investment, and O'Meara Financial Group, among others. Outside of her advisory role, she is involved in managing residential properties and serves as a co-trustee for a family trust. Gates Pass Advisors provides comprehensive financial planning and wealth management primarily for individual and high-net-worth clients. The firm focuses on financial-planning-driven asset allocation and tax-aware management, utilizing third-party independent managers via a turn-key platform to implement client strategies.
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