# Kate Pederson

> Kate Pederson is a fee-only financial advisor at Advisors Management Group in La Crosse, Wisconsin. Kate charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.

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

## Facts

- **Firm:** Advisors Management Group
- **Based in:** La Crosse, Wisconsin
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $819.6M across 4,960 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6898119 (https://adviserinfo.sec.gov/individual/summary/6898119)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2018)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.advisorsmanagement.com

## Frequently asked questions

### Is Kate Pederson a fee-only financial advisor?

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

### How does Kate charge for financial advice?

Kate charges a percentage of assets and an ongoing planning fee.

### Does Kate work with clients virtually?

Yes. Advisors Management Group says on its website that it works with clients remotely.

### Where is Kate Pederson based?

Kate Pederson is based in La Crosse, Wisconsin.

### What does Kate specialize in?

Kate's specialties include tax planning and small business owners. Kate works with retirees and pre-retirees.

### Is Kate Pederson registered with the SEC?

Yes. Kate Pederson is registered as an investment adviser representative in WI (CRD 6898119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advisors Management Group manage?

Advisors Management Group reports $819.6M across 4,960 accounts in assets under management.

### How do I contact Kate Pederson?

Through Kate's website, www.advisorsmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6898119): 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://advisorsmanagement.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.