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Charles Fetters

Gateway Wealth Partners, LLC
30 Years of Experience
Westbrook, CT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Charles Fetters is a registered investment advisor at Gateway Wealth Partners, LLC, based in Westbrook, CT, with 30 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.

Gateway Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
7,382 clients
Average Client Portfolio
$309K average
Assets Under Management
$2.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1260 Boston Post Rd., Westbrook, CT, 06498

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is involved in several business activities. He works with Gateway Financial Partners selling non-variable insurance and as a DBA for LPL business, and is an IAR for Gateway Wealth Partners LLC. He also owns Thee Artisan Woodworker LLC and CMF Financial LLC.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
March 2024 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2018 - March 2024 · 5 yrs 11 mos
Conscious Capital Wealth Management, LLC
March 2016 - April 2024 · 8 yrs 1 mo
J.W. Cole Financial, INC.Broker
March 2016 - May 2018 · 2 yrs 2 mos
J. W. Cole Advisors, INC.
March 2016 - March 2016 · 0 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2013 - March 2016 · 2 yrs 4 mos
National Planning CorporationBroker
November 2013 - March 2016 · 2 yrs 4 mos
Waddell & Reed, INC.Broker
January 2013 - November 2013 · 10 mos
Waddell & Reed
January 2013 - November 2013 · 10 mos
Cco Investment Services CORP.
May 2007 - January 2013 · 5 yrs 8 mos
Cco Investment Services CORP.Broker
May 2007 - January 2013 · 5 yrs 8 mos
CUNA Brokerage Services, INC.
April 2001 - May 2007 · 6 yrs 1 mo
CUNA Brokerage Services, INC.Broker
January 2000 - May 2007 · 7 yrs 4 mos
People's Securities, INC.Broker
June 1998 - December 1999 · 1 yr 6 mos
Liberty Securities CorporationBroker
February 1997 - March 1998 · 1 yr 1 mo
Nationwide Advisory Services, INC.Broker
July 1996 - January 1997 · 6 mos
Metlife Securities INC.Broker
October 1995 - June 1996 · 8 mos
Metropolitan Life Insurance CompanyBroker
October 1995 - June 1996 · 8 mos
State Registrations5 states
CTFLNYPRVA
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.
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