Gateway Wealth Partners, LLC logo

Gateway Wealth Partners, LLC

Updated today

Client assets under management

$2,226,028,306

Clients

7,312

22% high-net-worth

Advisors

92

of 92 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

79

High

Average account size

$304,435

About

Gateway Wealth Partners is a registered investment adviser that serves individuals (including high‑net‑worth clients), corporations and retirement plans. The firm provides financial planning, consulting, wealth management (including both discretionary and non‑discretionary portfolio management) and retirement plan consulting services.

The firm typically allocates client assets among low‑cost, diversified mutual funds and ETFs, and supplements those exposures with individual stocks, bonds and independent managers as appropriate while using both fundamental and technical analysis. As of December 31, 2025 Gateway reported roughly $2.28 billion in regulatory assets under management, split about $1.66 billion discretionary and $614.8 million non‑discretionary, and it offers wrap program services as well as ERISA 3(21)/3(38) plan engagements.

Compared with many large advisory firms, Gateway maintains a relatively substantial non‑discretionary advisory book, meaning a notable portion of clients retain final trade approval while continuing to receive advisory support. The firm also discloses a range of third‑party relationships and affiliated activities — including supervised persons who are registered representatives or insurance agents, economic benefits from custodians (Schwab and LPL), participation in referral platforms such as Money Pickle, and a cash management offering through StoneCastle — all of which are explained in its brochure and can influence how services are delivered.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Fixed fees for financial planning and consulting services up to $15,000, negotiable

Percentage

Up to 3.00%, negotiable based on factors such as portfolio size, composition, services rendered, and individual providing services

Commissions

Certain supervised persons offer securities brokerage services and insurance products under separate commission-based arrangements

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Fee-only: Fixed fees up to $15,000 for financial planning; hourly fees up to $400 per hour for consulting services, both negotiable

Main office location

Gateway Wealth Partners, LLC

100 W. Lawrence Street, Suite 304

Appleton WI 54911, United States

Number of offices

26

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Charles F

Series 63, Series 65, Series 66

Westbrook, CT

Gateway Wealth Partners, LLC

Charles Fetters is a financial advisor at Gateway Wealth Partners, LLC with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Conscious Capital Wealth Management, and J.W. Cole Financial. Outside of finance, he is the owner of Thee Artisan Woodworker LLC, a woodworking business. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets as of the end of 2024.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Richard C

Series 63, Series 65

Glastonbury, CT

Gateway Wealth Partners, LLC

Richard Clough is a financial advisor at Gateway Wealth Partners, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Jean Paul A

Series 63, Series 66

Appleton, WI

Gateway Wealth Partners, LLC

Jean Paul Aime is a financial advisor with Gateway Wealth Partners, LLC in Madison, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at MML Investors Services and MassMutual for 15 years, as well as experience with LPL Financial and Advisors' Pride Inc. He is involved in multiple independent advisory activities, including providing services through Advisor's Pride Inc. and Gateway Wealth Partners. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of year-end 2024.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Mark G

Series 63, Series 65

Glastonbury, CT

Gateway Wealth Partners, LLC

Mark Goldberg is a financial advisor at Gateway Wealth Partners, LLC with over 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg State Financial Credit Union, LPL Financial, and National Planning Corporation. Goldberg also served at Camp Horizons Inc for 24 years. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Troy J

Series 63, Series 65

Cromwell, CT

Gateway Wealth Partners, LLC

Troy Jordan is a financial advisor at Gateway Wealth Partners, LLC with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cantella & Co Inc and Cambridge Investment Research. Jordan is also involved with Mercury Wealth Management and has experience selling fixed annuities and life insurance. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm’s investment approach focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Jairo L

Series 63, Series 66

Cape Coral, FL

Gateway Wealth Partners, LLC

Jairo Lemos is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he is involved in business ownership through LemCo LLC. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
user avatar

James H

Series 65

North Andover, MA

Gateway Wealth Partners, LLC

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael T

Series 63, Series 66

Glastonbury, CT

Gateway Wealth Partners, LLC

Michael Torello is a financial advisor at Gateway Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Foresters Financial Services. Torello is also commissioned as a notary. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Tyler B

Series 63, Series 65

Estes Park, CO

Gateway Wealth Partners, LLC

Tyler Boling is a financial advisor with Gateway Wealth Partners, LLC in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Finlit Wealth LLC, and LPL Financial. Outside of his advisory work, he serves as a volunteer firefighter in Allenspark, CO. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets with a majority overseen in a non-discretionary capacity.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Katherine D

Series 63, Series 65

North Hampton, NH

Gateway Wealth Partners, LLC

Katherine Dyer is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at LPL Financial LLC, GWN Securities, Inc., and A1 Freedom Financial. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in regulatory assets.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Joshua J

Series 63, Series 66

Gilbert, AZ

Gateway Wealth Partners, LLC

Joshua Jones is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Allstate Financial Service. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in regulatory assets under management.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Timothy H

CFP®, ChFC®, Series 63, Series 65

Glendale, AZ

Gateway Wealth Partners, LLC

Timothy Hammond is a financial advisor with Wealthcare Advisory Partners LLC, holding the CFP® and ChFC® designations and possessing 19 years of industry experience. His career includes roles at USAA Financial Advisors Inc and LPL Financial, and he currently provides investment advisory services through Gateway Wealth Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm offers wealth management, investment management, and financial planning services using a goals-based planning approach supported by proprietary technology and an evidence-based investment framework.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Garren T

Series 66

Wichita, KS

Gateway Wealth Partners, LLC

Garren Taylor is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2012 and also works with Gateway Wealth Partners, LLC since 2026. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Tucker S

Series 66

Scottsdale, AZ

Gateway Wealth Partners, LLC

Tucker Sahnow is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Edward Jones and The Boeing Company. He provides investment advisory services through Gateway Wealth Partners, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a variety of investment strategies through an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Cory W

Series 63, Series 65

Montgomery, AL

Gateway Wealth Partners, LLC

Cory Wright is a financial advisor with Gateway Wealth Partners, LLC in Montgomery, AL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Independent Advisor Alliance, LPL Financial, and various positions dating back to 2011. Gateway Wealth Partners is a registered investment adviser that offers financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets as of December 2024.

Retirement plans for business owners (SEP, solo 401k)
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