Fee-Only Fiduciary Investment Advisers — Allen, Texas
Fee-Only Fiduciary Investment Advisory & Estate Planning Coordination
GateKeeper Investment Advisers is an advisory practice of investment adviser representatives of Royal Fund Management, LLC, an SEC-registered investment adviser. We help clients plan and coordinate their financial estate through investment advisory services, estate planning coordination, and 401(k) plan sponsor services — with an emphasis on education and adviser oversight.
Our office is located at 1529 Bethlehem Rd, Allen, TX 75002, and we work with individuals, families, and business owners across Allen and the greater Dallas–Fort Worth area.
GateKeeper Investment Advisers, LLC is an advisory practice / DBA of investment adviser representatives of Royal Fund Management, LLC, an SEC-registered investment adviser. Advisory services are offered only through Royal Fund Management, LLC.
What We Do
Three service lines. One coordinated practice.
Investment advisory services are offered only through Royal Fund Management, LLC. Estate planning coordination and services provided by outside professionals or third-party platforms are not advisory services and are not covered by an advisory agreement.
Investment Services
Fee-only portfolio management and financial planning for individuals and families, with an emphasis on prudent investing and long-term coordination.
Explore investment services02Estate Planning
Planning and coordination with your legal and tax professionals so your estate is organized around the priorities that matter to you.
Explore estate planning03401(k) Plan Sponsors
For business owners and HR leaders. Retirement plan services for small and mid-sized employer 401(k) plans through our plan sponsor practice.
Visit plan sponsor siteOur Standard
What "fiduciary" means for you.
When providing investment advisory services through Royal Fund Management, LLC, our investment adviser representatives are subject to a fiduciary duty under the Investment Advisers Act of 1940, including duties of care and loyalty. This does not mean that all services, third-party tools, or outside professionals referenced on this website are provided by Royal Fund Management or are covered by an advisory agreement.
We are fee-only: compensation comes solely from stated advisory fees disclosed in Form ADV Part 2A and the client advisory agreement — no commissions, referral fees, insurance commissions, solicitor fees, or other third-party compensation. We view our role as a source of investment education and adviser oversight, working alongside your other professional advisers so your financial plan is coordinated rather than fragmented.
- Fee-only compensation, disclosed in writing — no commissions or third-party compensation
- Duty of loyalty and duty of care under the Investment Advisers Act when providing advisory services
- Ongoing adviser oversight and education, not one-time transactions
Explore
More from GateKeeper
Estate Planning Coordination
How we coordinate account titling and beneficiary designations with your attorney and tax professional — Protection, Provision, Privacy.
Explore estate planning coordinationMarket & Retirement Insights
A curated feed of market, retirement, and planning articles for individuals, families, and business owners. Educational content only.
Explore market & retirement insightsFiduciary vs. Financial Advisor
A plain-language guide to the differences between fiduciary advisers and broker-dealers, and how to verify an advisor's status yourself.
Read our fiduciary guideFinancial Advisor Serving Dallas, TX
Fee-only investment advisory for individuals and families across Dallas and the greater DFW area, from our Allen, TX office.
Learn about our Dallas-area servicesDisclosures & Firm Documents
Registration status, fiduciary scope, compensation, Form ADV Part 2A, Form CRS, and our privacy notice.
View disclosures and firm documentsFor Business Owners
Sponsoring a 401(k) plan?
Our plan sponsor practice serves small and mid-sized employer plans. Certain arrangements may involve appointment of an ERISA Section 3(38) investment manager for plan investment selection and monitoring, as described in the applicable service agreement. Plan sponsors retain responsibility for prudently selecting and monitoring service providers.