Advisor at SMEAC Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SMEAC Financial, LLC
Location
Nolensville, TN
Credentials
Series 63, Series 65
Industry experience
45 years
Blake Cate is the sole advisor at SMEAC Financial, LLC in Nolensville, Tennessee, holding Series 63 and Series 65 licenses with 45 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. SMEAC Financial, LLC provides discretionary and non-discretionary portfolio management, financial planning, consulting, and family office services primarily to individuals, high-net-worth clients, and business entities. The firm customizes portfolios based on client objectives and employs a range of investment strategies while maintaining ongoing monitoring and annual reviews.
Based on SMEAC Financial, LLC
Based on SMEAC Financial, LLC
Fixed fees for financial planning and consulting services generally range between $200 and $1,000
0.25% to 1.00% annually (variable, negotiable based on asset size, complexity, and services)
Commissions earned separately by associated persons for insurance products sold; commissions are separate from advisory fees
Fee-only: Fixed fees ranging from $200 to $1,000 for financial planning and consulting services, negotiable based on complexity and scope
Nolensville, TN
Tennessee · Texas
SMEAC Financial, LLC
2020 - Present (6 years)
SMEAC Financial, LLC
2020 - Present (6 years)
Wells Fargo Clearing
2016 - 2020 (4 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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