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James Perry

Gateway Wealth Partners, LLC
19 Years of Experience
Montgomery, AL
1 DisclosureBroker
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James Perry is a registered investment advisor at Gateway Wealth Partners, LLC, based in Montgomery, AL, with 19 years of industry experience. James 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

8116 Old Federal Road, Suite C, Montgomery, AL, 36117

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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.
Regulatory
April 2002
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Gateway Wealth Partners, LLC
April 2026 - Present · 6 mos
LPL Financial LLCBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Invista Advisors
July 2016 - September 2025 · 9 yrs 2 mos
LPL Financial LLC
January 2015 - July 2016 · 1 yr 6 mos
Global Retirement Partners LLC
September 2014 - December 2014 · 3 mos
Financial Telesis, INC.
June 2011 - December 2014 · 3 yrs 6 mos
Financial Telesis INCBroker
June 2011 - September 2014 · 3 yrs 3 mos
Berthel Fisher & Company Financial Services, INC.
March 2010 - June 2011 · 1 yr 3 mos
Berthel, Fisher & Company Financial Services, INC.Broker
March 2010 - June 2011 · 1 yr 3 mos
First Legacy Securities, LLC
June 2009 - February 2010 · 8 mos
First Legacy Securities, LLCBroker
October 2008 - February 2010 · 1 yr 4 mos
Uvest Financial Services Group, INC.Broker
April 2004 - October 2004 · 6 mos
Nationwide Investment Services CorporationBroker
December 2002 - March 2004 · 1 yr 3 mos
State Registrations9 states
ALCAFLGAKSMINCNYOR
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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