Tate Capital Group fees
Financial planner in Newport Beach, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 19, 2026, Tate Capital Group (Newport Beach, CA) charges a flat or project fee of $100-$10,000 for financial planning.
- Website: tatecapitalgroup.com (opens in new tab)
- Call (949) 392-8874
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 19, 2026. Fees can change.
- Flat or project fee
- $100-
$10,000 Runs from below the California median of $5,000 to above it.
“Fixed fees range from $100 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Tate Capital Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, the relationship of the client with the investment advisor representative, and the other services that TCG may provide to the client.”
- “The fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of TCG's fees within five business days of signing the Investment Advisory Contract.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 30
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $33.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 19, 2026
- CRD number
- 332336 (opens in new tab)
- Phone
- (949) 392-8874
Other planners in Newport Beach that publish fees
- PruViseNewport BeachHourly $300/hr
- Banta Asset Management LPNewport BeachHourly $350/hr
- Commonwealth Family OfficeNewport BeachHourly up to $500/hr
- Tarbox Family Office, Inc.Newport BeachHourly $175-$600/hr, Flat $5,000-$20,000
- Prattes Wealth PartnersNewport BeachHourly $300/hr
- Havaplan FinancialNewport BeachHourly $300-$400/hr
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.