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Paul William Gatehouse

INDEPENDENCE FINANCIAL ADVISORS, LLC·FRANKLIN, New Hampshire
Clean recordINDEPENDENCE FINANCIAL ADVISORS, LLC
402 CENTRAL STREET, FRANKLIN, NH 03235CRD# 1525764Firm CRD# 156305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul William Gatehouse · FRANKLIN, NH
Registration
CRD #1525764 · INDEPENDENCE FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul William Gatehouse is a registered financial advisor based in FRANKLIN, New Hampshire, affiliated with INDEPENDENCE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INDEPENDENCE FINANCIAL ADVISORS, LLC
INDEPENDENCE FINANCIAL ADVISORS, LLC
AUM
$433M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at INDEPENDENCE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: ONE-TIME PROJECT FEES
Regulatory
SEC/IARD CRD# 1525764
Firm CRD# 156305
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul William Gatehouse offer?
Paul William Gatehouse specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, New Hampshire for a consultation.
What are Paul William Gatehouse's credentials?
Paul William Gatehouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul William Gatehouse located?
Paul William Gatehouse is based in FRANKLIN, New Hampshire, working with INDEPENDENCE FINANCIAL ADVISORS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Paul William Gatehouse charge for services?
Paul William Gatehouse's firm is compensated through percentage of aum, hourly charges, other: one-time project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENCE FINANCIAL ADVISORS, LLC?
INDEPENDENCE FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEPENDENCE FINANCIAL ADVISORS, LLC

Glenn Maynard Lepene
FRANKLIN, NH
Michael Francis Ventura
FRANKLIN, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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