Kanaka Szabo-Cummings is a CFP-designated registered investment advisor at Gates Pass Advisors, LLC, based in Los Altos, CA, with 27 years of industry experience. Kanaka 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 5 more. Their firm serves 69 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Percentage of assets under management ranges between 0.25% and 1.00% annually. The firm also offers annual fixed fee structures and combined fixed fee plus percentage options, where total fees will not exceed 3.00%. Fees are negotiable.
Fee Estimator
Location
280 2nd Street, Suite 280, Los Altos, CA, 94022
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Gates Pass Advisors, LLC
Previous Registrations
Kk Wealth Advisors, LLC
Allied Consulting Group
Goldsmith & Szabo LLC
State Registrations2 states
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
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