Cates FP, Cates Tax Advisory fees and pricing
Financial planner in Gainesville, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 5, 2026, Cates FP, Cates Tax Advisory charges $250 an hour and a monthly fee of $150-$400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning fee is an hourly rate of $250 per hour.”
- Monthly fee
- $150-$400/mo
“Ongoing Financial and Tax Planning Comprehensive Financial and Tax Planning consists of an ongoing fee that is paid monthly, in advance, at a rate from $150 to $400 per month depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cates FP, Cates Tax Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis.”
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Cates FP, Cates Tax Advisory’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
About Cates FP, Cates Tax Advisory
- Principal: Cary Cates
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 70
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $48,105,863
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290650
- Phone
- (940) 368-0909
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.