Firm
Kate Capital Group
Westlake Village, California
Fee-only
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | katecapitalgroup.com |
| [email protected] | |
| Phone | (805) 358-4819 |
Kate Capital Group fees
Kate Capital Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $23 million |
| Individual clients | 37 |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 334283 |