Serving Dallas & the DFW Area
A fee-only financial advisor for Dallas-area individuals and families.
GateKeeper Investment Advisers is an advisory practice of investment adviser representatives of Royal Fund Management, LLC, an SEC-registered investment adviser. From our office in Allen, Texas, we work with clients across Dallas 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.
Services
What a fee-only relationship looks like.
Fee-only means our compensation comes from client fees, disclosed in writing — not commissions or third-party compensation.
Investment Advisory
Portfolio management and financial planning for individuals and families, with an emphasis on prudent investing and long-term coordination. Advisory services are offered only through Royal Fund Management, LLC.
Explore investment servicesTraditional & Roth IRAs
A guided questionnaire to prepare a Traditional or Roth IRA application at Charles Schwab, including a risk-tolerance assessment and custodian paperwork.
Open an IRAEstate Planning Coordination
Coordination of account titling and beneficiary designations with your attorney and tax professional. Estate planning coordination is not legal or tax advice.
Explore estate planningChoosing an Advisor
How to evaluate a financial advisor in Dallas.
Not everyone who uses the title "financial advisor" is held to the same standard. Before engaging any advisor — in Dallas or anywhere — it is worth verifying:
- Registration status — look up the firm and individual on the SEC's Investment Adviser Public Disclosure site or FINRA BrokerCheck.
- Fiduciary scope — ask whether the fiduciary duty applies to all services offered, or only specific advisory services.
- Compensation — fee-only advisors are paid by client fees; commission-based and fee-based models involve third-party compensation.
- Form ADV — review the firm's brochure for services, fees, conflicts, and disciplinary history.
Our Office
Based in Allen. Serving Dallas and DFW.
GateKeeper Investment Advisers, LLC
1529 Bethlehem Rd
Allen, TX 75002
We meet with clients in person at our Allen office and remotely across Dallas, Fort Worth, and the surrounding communities.
Dallas-Area Business Owners
Sponsoring a 401(k) plan for your Dallas business?
Our plan sponsor practice serves small and mid-sized employer 401(k) plans. Employer inquiries are handled through our coordinated plan sponsor site.