Firm
WillKate Wealth Management, LLC
Aberdeen, South Dakota
Fee-only
WillKate Wealth Management, LLC at a glance
- One of 17 fee-only firms based in South Dakota in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 30 individual clients, 10 of them high net worth.
- Its average account is about $327,000 (assets it manages divided by its 125 accounts).
Facts
| Based in | Aberdeen, South Dakota |
|---|---|
| Website | will-kate.com |
| [email protected] | |
| Phone | (605) 262-0308 |
WillKate Wealth Management, LLC fees
WillKate Wealth Management, LLC 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 | $41 million |
| Individual clients | 20 |
| High-net-worth clients | 10 |
| Accounts managed | 125 |
| Employees | 4 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 8, 2026 |
| SEC record | CRD 167109 |