# Agatha Johnson

> Agatha Johnson is a fee-only financial advisor at WillKate Wealth Management, LLC in Aberdeen, South Dakota, who holds the CFP and CPWA credentials. Agatha focuses on founders (pre-exit) and family wealth transfer. WillKate Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/agatha-johnson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** WillKate Wealth Management, LLC
- **Based in:** Aberdeen, South Dakota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $40.8M across 125 accounts
- **Credentials:** CFP, CPWA
- **Specialties:** Founders (pre-exit), Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 2425275 (https://adviserinfo.sec.gov/individual/summary/2425275)
- **SEC registration:** Investment adviser representative in SD, TX
- **Exams passed:** Series 63 (1995), Series 65 (1997), Series 66 (2002)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://will-kate.com

## Frequently asked questions

### Is Agatha Johnson a fee-only financial advisor?

Yes. Agatha Johnson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Agatha's firm.

### How does Agatha charge for financial advice?

Agatha's firm, WillKate Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Agatha Johnson based?

Agatha Johnson is based in Aberdeen, South Dakota.

### What does Agatha specialize in?

Agatha's specialties include founders (pre-exit) and family wealth transfer. Agatha works with founders and multi-generational families.

### What credentials does Agatha Johnson hold?

Agatha Johnson holds the CFP and CPWA credentials.

### Is Agatha Johnson registered with the SEC?

Yes. Agatha Johnson is registered as an investment adviser representative in SD and TX (CRD 2425275), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does WillKate Wealth Management, LLC manage?

WillKate Wealth Management, LLC reports $40.8M across 125 accounts in assets under management.

### How do I contact Agatha Johnson?

Through Agatha's website, will-kate.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38181): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://will-kate.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.