TrueAdvisor
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NM
CFP
NM
CFP

Neil Manning

Gateway Wealth Partners, LLC
12 Years of Experience
Glastonbury, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Neil Manning is a CFP-designated registered investment advisor at Gateway Wealth Partners, LLC, based in Glastonbury, CT, with 12 years of industry experience. Neil 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

455 Winding Brook Dr., Glastonbury, CT, 06033

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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

Neil operates under the DBA Gateway Financial Partners for his LPL business, dedicating full-time hours. He also sells non-variable insurance products such as whole life, long-term care, disability, and fixed annuities through Ash Brokerage, One Resource Group, and Daly Consulting, spending a few hours per week on this activity.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
February 2026 - Present · 8 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
November 2017 - February 2026 · 8 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2014 - December 2017 · 3 yrs 5 mos
National Planning CorporationBroker
June 2014 - November 2017 · 3 yrs 5 mos
State Registrations15 states
COCTFLGALAMAMEMONCNYOHPARITXVA
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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