Jason Tate Financial Consulting, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Service Comprehensive Financial Plan-MGP Social Security Analysis Report Annual Financial Plan Review-MGP Fee Type and Amount $1500 fixed fee (negotiable) $299 fixed fee (negotiable) $100 hourly fee (non-negotiable) Separate Financial Planning Consultations-MGP $100 hourly fee (negotiable) Form ADV Part 2A:”

Flat or project fee

$299⁠-⁠$1,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Jason Tate Financial Consulting, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “As the management fees are charged in arrears, JTFC does not offer refunds as services have already been performed.”
• “For any given month a Client engages JTFC or if a Client terminates the service during a given month, the fee will be prorated for only those days that JTFC rendered its services.”
• “This invoice will require payment within fifteen days after the mailing date on the invoice.”

How Jason Tate Financial Consulting, LLC’s fees compare

• Its hourly rate of $100 is below the Tennessee median of $275. 1% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $299-$1,500 is below the Tennessee median of $3,000. 9% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• None of the 2 other planners in Murfreesboro that publish a flat or project fee charge less.

About Jason Tate Financial Consulting, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

0.9% a year

Clients

125

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$26,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168213

Website

1.jasontatefinancialconsulting.com (opens in new tab)

Phone

(615) 720-1989

Other planners in Murfreesboro that publish fees

• First Family WealthMurfreesboro$5,000⁠-⁠$25,000, $500/mo
• Hull Wealth ManagementMurfreesboro$400/hr, $10,000
• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500

Compare all 5 planners in Murfreesboro