Kate Capital Group fees and pricing

Financial planner in Westlake Village, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 11, 2026, Kate Capital Group charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “If a client’s managed portfolio falls below this threshold, we charge a negotiable rate of $300 per hour for financial planning services.”

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

“Fees are generally negotiable and we typically aggregate the accounts of clients living in the same household with each other for purposes of calculating the advisory fee.”
“Billing Method Investment Management Services KCG’s advisory fees are payable quarterly in advance at the beginning of each calendar quarter.”
“For new client accounts, the first payment is a pro-rata calculation that takes into consideration the initial value of the portfolio and remaining days in the quarter once the account is funded.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
2 of the 7 other planners in Westlake Village that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 50
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $22,911,500
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334283
Website: katecapitalgroup.com (opens in new tab)
Phone: (805) 358-4819

Is something on this page wrong or out of date?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.