AG
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Akira Gatewood

4 Years of Experience
BrokerSells Insurance

Akira Gatewood is a registered investment advisor at VALIC Financial Advisors, INC., based in Williamsville, NY, with 4 years of industry experience. Akira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

52 South Union, Suite 101, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Akira is an agent for AGIA, selling non-securities insurance products since 2023, dedicating a few hours per week to this activity. Akira also spends about 10-20% of their time as a musician, writing, recording, and releasing music.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
March 2023 - Present · 3 yrs 1 mo
VALIC Financial Advisors, INC.
March 2023 - Present · 3 yrs 1 mo
VALIC Financial Advisors, INC.
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Equitable Advisors, LLC
January 2022 - March 2023 · 1 yr 2 mos
Equitable Advisors, LLCBroker
December 2021 - March 2023 · 1 yr 3 mos
State Registrations2 states
NYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.