Firm
Westrate Capital Management
Signal Mountain, Tennessee
Fee-only
Westrate Capital Management at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 29 individual clients, 8 of them high net worth.
- Its average account is about $236,000 (assets it manages divided by its 101 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Signal Mountain, Tennessee |
|---|---|
| Phone | (872) 205-0127 |
Westrate Capital Management fees
Westrate Capital Management 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 · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 21 |
| High-net-worth clients | 8 |
| Accounts managed | 101 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 135291 |