Firm
Tate Capital Group
Newport Beach, California
Fee-only
Tate Capital Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 30 individual clients, 13 of them high net worth.
- Its average account is about $392,000 (assets it manages divided by its 85 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | tatecapitalgroup.com |
| [email protected] | |
| Phone | (949) 392-8874 |
Tate Capital Group fees
Tate 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 · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 17 |
| High-net-worth clients | 13 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 332336 |