# Meyer Gates Financial Advisors, Inc

> Meyer Gates Financial Advisors, Inc is an SEC-registered investment advisory firm in West Chester, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 125046
- Filed as: MEYER GATES FINANCIAL ADVISORS, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, OH
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125046
- AdvisorCensus page: https://advisorcensus.com/firm/meyer-gates-financial-advisors-inc-west-chester-oh-125046

## Quick answers

**How is Meyer Gates Financial Advisors, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Meyer Gates Financial Advisors, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Meyer Gates Financial Advisors, Inc charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Up to $500,000: 1.25% a year; $500,001 to $1,000,000: 1% a year; $1,000,001 to $2,000,000: 0.75% a year; Above $2,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Meyer Gates Financial Advisors, Inc located?**
Meyer Gates Financial Advisors, Inc's principal office is in West Chester, OH, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Meyer Gates Financial Advisors, Inc registered with the SEC or a state?**
Meyer Gates Financial Advisors, Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 125046.

**How much does Meyer Gates Financial Advisors, Inc manage?**
Meyer Gates Financial Advisors, Inc reports $168,660,533 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Meyer Gates Financial Advisors, Inc's assets and staff changed since 2024?**
In the Form ADV data for Meyer Gates Financial Advisors, Inc: Regulatory assets under management: $141,996,886 in the October 2024 data and $168,660,533 in the October 2026 data, up 19%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meyer Gates Financial Advisors, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (40).

**Which custodians does Meyer Gates Financial Advisors, Inc use?**
Meyer Gates Financial Advisors, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and TD Ameritrade, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Meyer Gates Financial Advisors, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125046

**Does Meyer Gates Financial Advisors, Inc state an account minimum?**
Its Form ADV Part 2A brochure dated April 1, 2026 says: "Meyer Gates has a minimum investment requirement of $500,000. Account minimums can be adjusted for instances a client was active prior to said minimum or if the client has the potential for future deposits in excess of the minimum balance."

**What changed in Meyer Gates Financial Advisors, Inc's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $151,393,774 to $168,660,533 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Up to $500,000: 1.25% a year
- $500,001 to $1,000,000: 1% a year
- $1,000,001 to $2,000,000: 0.75% a year
- Above $2,000,001: 0.5% a year

> Meyer Gates bases its asset management fees on a percentage of the investable assets according to the following schedules:

> Clients with less than $500,000 of assets under management, the annual charge is 1.25%, or

> $500,001 to $1,000,000 – 1.00% per year on all amounts under $1,000,000.

> $1,000,001 to $2,000,000 – 0.75% per year on amounts above $1,000,000; and

> Above $2,000,000 – 0.50% per year on amounts above $2,000,000.

- Account minimum: $500,000

> Meyer Gates has a minimum investment requirement of $500,000. Account minimums can be adjusted for instances a client was active prior to said minimum or if the client has the potential for future deposits in excess of the minimum balance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- TD Ameritrade, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $168,660,533
- Discretionary: $168,660,533
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $46,789,600 |
| High net worth individuals | 40 | $121,870,933 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Springfield, OH

### Websites listed on Form ADV (Item 1.I)
- [meyergates.com](https://meyergates.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $141,996,886 | 6 | April 12, 2024 |
| October 2025 | $151,393,774 | 6 | March 27, 2025 |
| October 2026 | $168,660,533 | 6 | April 1, 2026 |

Regulatory assets under management: $141,996,886 in the October 2024 data and $168,660,533 in the October 2026 data, up 19%.
Total employees: 6 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $151,393,774 to $168,660,533 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meyer Gates Financial Advisors, Inc (CRD 125046): Form ADV filing data as of October 2026.