Gateway Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gateway Wealth, Inc. is a small, state‑registered advisory firm that serves individual clients — including high‑net‑worth individuals — and certain retirement plans, managing roughly $89.5 million on a discretionary basis across about 105 client relationships. The firm offers comprehensive financial planning and ongoing portfolio management, with supplemental services that include tax, estate, business and insurance planning.
The firm’s investment approach is long‑term focused and typically emphasizes mutual funds and other traditional securities, with accounts reviewed at least quarterly and rebalanced as needed; it does not charge performance‑based fees. In putting together portfolios it employs both fundamental and technical analysis and manages a mix of stocks, bonds, ETFs and variable products on a discretionary basis.
Notable distinctions include that associated persons also act as registered representatives of a broker‑dealer and as insurance agents, which can result in commission and 12b‑1 compensation in addition to advisory fees — a conflict of interest the brochure discloses and flags for clients. The firm operates as a single‑advisor practice with no stated account minimum, executes client trades individually rather than in block trades, and its principal holds a CPA credential and has maintained the firm since the early 1990s, converting from SEC to state registration in 2012.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.50% $1,000,001+: 0.25%
Additional commissions from securities and insurance products sold through associated persons who are Registered Representatives of Osaic Wealth, Inc.
Fee-only: Annual fixed retainer fees negotiated individually for financial planning services.
Main office
Stow OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Gateway Wealth, Inc. · Pension Consulting Services 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 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.
Forms ADV
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