RIA Intel›Advisers›Idaho›GATEWAY FINANCIAL & ESTATE PLANNING, INC.

GATEWAY FINANCIAL & ESTATE PLANNING, INC.

Advisory

Data as of Aug 19, 2026 · Source: SEC Form ADV

Average account

$230K

across 39 accounts

AUM per adviser

$1M

6 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates In14 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ID

Closest by assets under management. All figures from Form ADV.

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MORRIS, ROBERT EUGENE

$10M

LAYLINE FINANCIAL LLC

$10M

HUGHES STRATEGIC GROUP LLC

$6M

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