Agatha Johnson
WillKate Wealth Management, LLC · Aberdeen, South Dakota
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
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 | $40.8M across 125 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in SD, TX · CRD 2425275 |
| Exams passed | Series 63 (1995) · Series 65 (1997) · Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | will-kate.com |
| Profile |
How Agatha's firm compares
- WillKate Wealth Management, LLC's average account is about $327,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Agatha
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- WillKate Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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