Jeremy Tate
Tate Capital Group · Newport Beach, California
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.
Request an introduction to Jeremy →
Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Tate Capital Group |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $33.3M across 85 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5983992 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | tatecapitalgroup.com |
How Jeremy's firm compares
- Tate Capital Group's average account is about $392,000, from its Form ADV (assets managed divided by 85 accounts).
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy 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 Jeremy
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.
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
- Tate Capital Group 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.