Advisor at Jason Tate Financial Consulting, LLC
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Firm
Jason Tate Financial Consulting, LLC
Location
Murfreesboro, TN
Credentials
ChFC®, Series 63
Industry experience
12 years
Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.
Based on Jason Tate Financial Consulting, LLC
Based on Jason Tate Financial Consulting, LLC
Comprehensive Financial Plan: $1500 fixed fee (negotiable); Social Security Analysis Report: $299 fixed fee (negotiable)
$0 - $100,000: 1.8% per annum $100,001 - $250,000: 1.5% per annum $250,001 - $500,000: 1.2% per annum $500,001+: 0.9% per annum
Insurance commissions may be earned by the owner for insurance product sales, in addition to advisory fees.
Annual Financial Plan Review: $100/hour (non-negotiable); Separate Financial Planning Consultations: $100/hour (negotiable)
Account minimum: $250 for individual accounts; $5,000 for small business accounts Fee-only: Comprehensive Financial Plan: $1500 fixed fee (negotiable); Social Security Analysis Report: $299 fixed fee (negotiable); Annual Financial Plan Review: $100 hourly fee (non-negotiable); Separate Financial Planning Consultations: $100 hourly fee (negotiable)
Murfreesboro, TN
Tennessee
Zeiders Enterprises
2012 - Present (14 years)
Jason Tate Financial Consulting
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63
Murfreesboro, TN
Retirement Capital Management, LLC
Series 65
Murfreesboro, TN
Clearstone Wealth Management, LLC
Series 63, Series 65
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SMEAC Financial, LLC
Series 66
Nolensville, TN
Retirement Planning Solutions, LLC
CFP®, Series 63
Murfreesboro, TN
Hull Wealth Management
CFP®, Series 66
Murfreesboro, TN
First Family Wealth
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