Gatewood Wealth Solutions
Gatewood Wealth Solutions is a privately held, fee-based wealth management firm in Brentwood, Missouri, managing $1.65B+ for 680+ families across 44+ states through its proprietary Firm-to-Family® team model and LPL Financial infrastructure, serving high-net-worth individuals, business owners, and employer retirement plans.
- Company typePrivate
- Founded1984
- HeadquartersSt Louis, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Gatewood Wealth Solutions does
Gatewood Wealth Solutions is a privately held, fee-based wealth management firm headquartered in Brentwood, Missouri, founded in 1984 by John Gatewood. The firm manages $1.65B+ in brokerage and advisory assets as of 06/01/2026 for 680+ families across 44+ U.S. states, operating through LPL Financial as its broker-dealer and registered investment advisor custodian. Its service model is the proprietary Firm-to-Family® approach, in which each client is served by a dedicated Client Care Team (Wealth Advisor, Wealth Planner, Wealth Coordinator) rather than a single advisor, with the explicit goal of ensuring continuity across advisor changes and generations.
The firm offers two principal product lines. Personal Wealth Services include financial planning, investment management, insurance management, cash management, tax planning, estate planning, and personal tax preparation. Business Wealth Services include business investment management, business insurance, retirement plans (401(k), 403(b), profit sharing, cash balance, NQDC), business tax preparation, CFO services, and business accounting services. Gatewood's in-house CFA-led Investment Committee develops and manages proprietary strategies including Signal Equity, Strategic ETF, Moat Equity, and Corporate Bond Ladder, supplemented by the Fortress Gatewood volatility framework, Cash Hub cash management system, and Three-Bucket planning methodology. Gatewood Tax & Accounting operates as a separate legal entity providing integrated tax and accounting services.
The business model is asset-based advisory fees using a progressive, tiered schedule: 1.25% on the first $1M of AUM, 0.75% on $1–2M, 0.65% on $2–5M, and 0.50% above $5M, with family-tier pricing for households above $30M. Revenue is recurring and scales with AUM. The go-to-market is consultative, relationship-driven, and supported by a content marketing apparatus (blog, video library, downloadable guides) targeting HNW individuals, business owners, and their employer-sponsored retirement plans. The firm is explicitly not for sale to private equity, signaling a long-term independence orientation under the leadership of CEO Aaron Tuttle, Chairman Christina Shockley, CFO Brian McGeehon, COO Daniel Goeddel, and CIO Chris Arends.
Gatewood Wealth Solutions firmographics
Firmographics- Name
- Gatewood Wealth Solutions
- Legal name
- Gatewood Wealth Solutions
- Website
- https://gatewoodwealth.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Gatewood Wealth Solutions is a privately held, fee-based wealth management firm in Brentwood, Missouri, managing $1.65B+ for 680+ families across 44+ states through its proprietary Firm-to-Family® team model and LPL Financial infrastructure, serving high-net-worth individuals, business owners, and employer retirement plans.
- Ownership category
- akta.pro rank
Gatewood Wealth Solutions industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Gatewood Wealth Solutions is headquartered
LocationHeadquarters
- HQ city
- St Louis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Gatewood Wealth Solutions business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees (AUM-Based): Fee-based advisory services charged as a percentage of assets under management using a progressive, tiered billing structure. Fees are recalculated each billing cycle based on aggregate value of assets across all Group Accounts assigned to the same Schedule ID.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Tier 1: $0 – $1,000,000 AUM at 1.25% |
| Subscription | Multi-year contract | Tier 2: $1,000,001 – $2,000,000 AUM at 0.75% |
| Subscription | Multi-year contract | Tier 3: $2,000,001 – $5,000,000 AUM at 0.65% |
| Subscription | Multi-year contract | Tier 4: $5,000,001+ AUM at 0.50% |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Gatewood Wealth Solutions product offering
Product offeringCore offering
Gatewood Wealth Solutions is a fee-based, independent wealth management firm that delivers comprehensive financial planning, investment management, tax planning, estate planning, insurance management, and business wealth services to high-net-worth individuals, families, and business owners. Services are delivered through a team-based Firm-to-Family® model organized into Core Client Care, Client Care Plus, and Private Client Care tiers, supported by an in-house CFA-led Investment Committee offering proprietary strategies such as Signal Equity, Strategic ETF, Moat Equity, and Corporate Bond Ladder. Securities and advisory services are executed through LPL Financial as the firm's broker-dealer and RIA custodian.
Product overview
Gatewood Wealth Solutions is a fee-based wealth management firm offering a comprehensive suite of financial planning and investment management services through a multi-tiered Client Care model. The firm provides Personal Wealth Services (Financial Planning, Investment Management, Insurance Management, Cash Management, Tax Planning, Estate Planning, and Personal Tax Preparation) and Business Wealth Services (Business Investment Management, Business Insurance Management, Retirement Plans, Business Tax Preparation, CFO Services, and Business Accounting Services). The core offering is organized into three service tiers: Core Client Care (CC), Client Care Plus (CCP), and Private Client Care (PCC). Additionally, the firm operates Gatewood Tax & Accounting as a separate legal entity and employs proprietary investment strategies including Signal Equity Strategy, Strategic ETF Strategy, Moat Equity Strategy, and Corporate Bond Ladder. The Firm-to-Family® model ensures clients receive support from the entire firm with specialized expertise across multiple disciplines.
Differentiator
Problem solved
Functional benefit
Brands
- Firm-to-Family®: The firm's relationship model where clients are supported by an entire dedicated Client Care Team rather than a single advisor, ensuring continuity and consistency for generations.
- Gatewood Tax & Accounting
- Fortress Gatewood
- Cash Hub
Products and services
- Financial Planning
Quantifiable outcome
- Managing $1.65B+ in assets for 680+ families across 44+ states
Companies that use Gatewood Wealth Solutions
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
Gatewood Wealth Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature7 records
Gatewood Wealth Solutions partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. LPL provides the broker-dealer and RIA custodial infrastructure for Gatewood's advisory operations, including technology platform access for client portfolio management, reporting, and account administration.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Gatewood Wealth Solutions competitors and assessment
Company assessmentDirect peers
- Creative Planning: Creative Planning is one of the largest independent, fee-only RIAs in the U.S., serving HNW and UHNW households with comprehensive financial planning, investment management, and tax services. It is a direct competitor to Gatewood's fee-based fiduciary model and target client profile, though it operates at substantially larger scale.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a national independent RIA serving HNW and UHNW families with financial planning, investment management, tax, estate, and retirement plan services. Like Gatewood, it pursues a vertically integrated wealth advisory model with multiple service tiers.
- Mercer Advisors: Mercer Advisors is an independent RIA focused on HNW households, offering comprehensive financial planning, investment management, estate, and tax planning. Its service model and target client segment closely mirror Gatewood's PCC-tier offering.
- Buckingham Strategic Wealth: Buckingham is a national RIA serving HNW families with fee-only financial planning and evidence-based investment management. It is closely comparable to Gatewood because of its similar fee-only fiduciary positioning, focus on HNW households, and use of LPL Financial as broker-dealer/custodian.
- Focus Financial Partners: Focus Financial Partners is an RIA aggregator that partners with HNW-focused independent wealth management firms, providing capital, M&A support, and operational scale. It is comparable to Gatewood as a peer in the HNW RIA segment and as a potential acquirer of mid-sized firms like Gatewood, though Gatewood has publicly stated it is not for sale to PE.
- Savant Wealth Management: Savant is a privately held, fee-only RIA serving HNW individuals, families, and business owners with financial planning, investment management, tax, and retirement plan services. It is closely comparable to Gatewood in scale, fee-only model, and target client profile.
Broad incumbents
- Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., serving both mass-affluent and HNW households with financial planning and investment management. It is a broader incumbent with overlapping capabilities to Gatewood's CC and CCP tiers but at much greater scale and broader market reach.
- Carson Group: Carson Group is a large RIA and coaching organization serving advisors and their HNW clients through a partner-ownership model. It is comparable to Gatewood as an independent wealth advisory platform serving HNW households, but operates more as an advisor network than a single advisory team.
- Cetera Financial Group: Cetera is a large independent broker-dealer and RIA platform that provides custody, technology, and practice management support to affiliated advisors and firms. It is comparable to Gatewood's LPL relationship, though Cetera-affiliated firms tend to be slightly larger and more transactionally oriented.
- Kestra Financial: Kestra Financial is an independent broker-dealer and RIA platform supporting independent advisors and wealth management firms. It is comparable to Gatewood's LPL Financial affiliation and would represent an alternative custody platform for similar independent advisory firms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Gatewood Wealth Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gatewood Wealth Solutions leadership team
Management profileNumber of profiles
Profiles10 records
Gatewood Wealth Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gatewood Wealth Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Gatewood Wealth Solutions
What does Gatewood Wealth Solutions do?
Gatewood Wealth Solutions is a fee-based, independent wealth management firm that delivers comprehensive financial planning, investment management, tax planning, estate planning, insurance management, and business wealth services to high-net-worth individuals, families, and business owners. Services are delivered through a team-based Firm-to-Family® model organized into Core Client Care, Client Care Plus, and Private Client Care tiers, supported by an in-house CFA-led Investment Committee offering proprietary strategies such as Signal Equity, Strategic ETF, Moat Equity, and Corporate Bond Ladder. Securities and advisory services are executed through LPL Financial as the firm's broker-dealer and RIA custodian.
Is Gatewood Wealth Solutions a public or private company?
Gatewood Wealth Solutions is a private company. It is classified as management employee owned and is currently operating.
When was Gatewood Wealth Solutions founded?
Gatewood Wealth Solutions was founded in 1984. It employs 11 to 50 people.
Where is Gatewood Wealth Solutions based?
Gatewood Wealth Solutions is headquartered in St Louis, United States, in the North America region.
How does Gatewood Wealth Solutions make money?
One revenue line is on record: advisory Fees (AUM-Based).
Who are Gatewood Wealth Solutions's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Mercer Advisors, Buckingham Strategic Wealth, Focus Financial Partners and Savant Wealth Management. Broad incumbents are Edelman Financial Engines, Carson Group, Cetera Financial Group and Kestra Financial.
Does Gatewood Wealth Solutions have an API?
No public API is recorded for Gatewood Wealth Solutions.
What industry is Gatewood Wealth Solutions in?
Gatewood Wealth Solutions's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52394 and its SIC code is 6282.