Willkate Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$25,000⁠-⁠$100,000

“Multi-Generational Wealth Planning and Retainer Wealth planning/consulting services are offered based on a fixed fee that generally ranges annually from $25,000-$100,000 dependent on complexity and can be ongoing as needed.”

Annual fee

$5,000⁠-⁠$30,000/yr

“Financial Planning and Retainer Financial planning services are offered based on a fixed fee that generally ranges from $5,000$30,000 annually that is collected through an initial fee and subsequent monthly payments.”

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

How Willkate Wealth Management, LLC bills

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

• “Any other professional services offered by WKWM LLP or affiliates are offered and billed in addition to and separate from this program.”
• “Client may cancel within five (5) business days of signing the Wealth Planning Agreement for a full refund.”
• “If cancellation occurs after five (5) business days, client will be entitled to a pro-rata refund as agreed upon.”

How Willkate Wealth Management, LLC’s fees compare

• Its flat or project fee of $25,000-$100,000 is above the South Dakota median of $5,250. 93% of the 14 other South Dakota planners that publish a flat or project fee charge less.
• Its annual fee of $5,000-$30,000 is above the South Dakota median of $1,600. 100% of the 5 other South Dakota planners that publish an annual fee charge less.

About Willkate Wealth Management, LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

30

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$40,820,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167109

Website

will-kate.com (opens in new tab)

Phone

(605) 262-0308

Other planners in Aberdeen that publish fees

• Schwan Financial Advisors, LLCAberdeen$125⁠-⁠$450/hr, $500⁠-⁠$250,000
• Alternative Strategies Group, Inc.Sioux Falls$1,000
• Applied Financial WisdomRapid City$10,000
• Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
• Astute Financial, LLCRapid City$500⁠-⁠$10,000, $300⁠-⁠$1,500/qtr
• Big Sioux Wealth ManagementWatertown$250/hr

Compare all 32 planners in South Dakota