Westrate Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Financial Consulting Financial consulting services will be offered for an hourly fee of $150.”

Flat or project fee

$2,000

“Retirement Planning Services Retirement planning services will be offered for a flat fee of $2,000.”

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

How Westrate Capital Management, Inc. bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial consulting are payable on completion of the consulting session and are not refundable.”

How Westrate Capital Management, Inc.’s fees compare

• Its hourly rate of $150 is below the Tennessee median of $275. 3% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Tennessee median of $3,000. 30% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Westrate Capital Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2005 (21 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

1% a year

Clients

29

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

$23,883,355

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

135291

Phone

(872) 205-0127

Can advise clients in 2 states: Illinois, Tennessee

Other planners in Tennessee that publish fees

• 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
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Allied InvestmentsJohnson City$150/hr, Up to $2,500

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