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They include 64 individual clients and 54 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bestgate Wealth Advisors offer?","answer":"Bestgate Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bestgate Wealth Advisors charge?","answer":"Bestgate Wealth Advisors charges 0.40%–1.25% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV, PART 2A - BESTGATE WEALTH ADVISORS, LLC, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bestgate Wealth Advisors use?","answer":"Bestgate Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $129M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bestgate Wealth Advisors have?","answer":"Bestgate Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bestgate Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Bestgate Wealth Advisors’ separately managed accounts held 90% exchange-traded equities, 5% U.S. government and agency bonds, 4% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bestgate Wealth Advisors?","answer":"Bestgate Wealth Advisors is owned through holding companies by Timothy Stolz and Gregory Will. Its direct owners are Tmscpa LLC (50% to 75%) and GSW Management LLC (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bestgate Wealth Advisors get paid?","answer":"Bestgate Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bestgate Wealth Advisors?","answer":"Bestgate Wealth Advisors’ main office is at 5100 Buckeystown Pike, Ste 290, Frederick, MD 21704. Its phone number is 301-662-7220. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}