Blake Cate
SMEAC Financial · Nolensville, Tennessee
Blake Cate is a fee-only financial advisor at SMEAC Financial in Nolensville, Tennessee. Blake charges a percentage of assets (0.25%–0.8% a year of assets managed).
Request an introduction to Blake →
Facts
| Firm | SMEAC Financial |
|---|---|
| Based in | Nolensville, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.25%–0.8% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $10.7M across 19 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 716303 |
| Exams passed | Series 63 (1988) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | smeacfinancial.com |
How Blake's firm compares
- SMEAC Financial's average account is about $563,000, from its Form ADV (assets managed divided by 19 accounts).
Request an introduction to Blake
Tell Blake a little about what you're looking for. Blake isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Blake
Is Blake Cate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blake holds no broker registration, and SMEAC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Blake charge for financial advice?
Blake charges a percentage of assets.
How much does Blake charge?
According to SMEAC Financial's website, checked October 30, 2026: 0.25%–0.8% a year of assets managed.
Where is Blake Cate based?
Blake Cate is based in Nolensville, Tennessee.
Is Blake Cate registered with the SEC?
Yes. Blake Cate is registered as an investment adviser representative in TN and TX (CRD 716303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does SMEAC Financial manage?
SMEAC Financial reports $10.7M across 19 accounts in assets under management.
How do I contact Blake Cate?
Through Blake's website, smeacfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SMEAC Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.