# Jeremy Tate

> Jeremy Tate is a fee-only financial advisor at Tate Capital Group in Newport Beach, California. Jeremy focuses on retirement planning, estate & legacy planning and tax planning. Tate Capital Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-tate/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tate Capital Group
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $33.3M across 85 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Founders, Executives, Retirees
- **CRD:** 5983992 (https://adviserinfo.sec.gov/individual/summary/5983992)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://tatecapitalgroup.com/

## Frequently asked questions

### Is Jeremy Tate a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Tate Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy's firm, Tate Capital Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeremy Tate based?

Jeremy Tate is based in Newport Beach, California.

### What does Jeremy specialize in?

Jeremy's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Jeremy works with founders, executives and retirees.

### Is Jeremy Tate registered with the SEC?

Yes. Jeremy Tate is registered as an investment adviser representative in CA and TX (CRD 5983992), 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 Tate Capital Group manage?

Tate Capital Group reports $33.3M across 85 accounts in assets under management.

### How do I contact Jeremy Tate?

Through Jeremy's website, tatecapitalgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5983992): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://tatecapitalgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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