TrueAdvisor
TrueAdvisor
KD
KD

Katherine Dyer

Gateway Wealth Partners, LLC
11 Years of Experience
North Hampton, NH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Katherine Dyer is a registered investment advisor at Gateway Wealth Partners, LLC, based in North Hampton, NH, with 11 years of industry experience. Katherine 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
104 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

16A Hobbs Road, North Hampton, NH, 03862

Get directions

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.
Financial
August 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Katherine is affiliated with Gateway Financial Partners as a DBA for her LPL business and as an agent for non-variable insurance. She also provides investment advisory services through Gateway Wealth Partners, dedicating about half of her time to this activity.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
September 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
February 2022 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Gwn Securities INC.Broker
January 2016 - January 2022 · 6 yrs
Park Avenue Securities LLCBroker
July 2015 - February 2016 · 7 mos
State Registrations7 states
CACTMAMENHOKRI
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.
More Advisors
More financial advisors in North Hampton, NH →All financial advisors in New Hampshire →