Jason Tate Financial Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jason Tate Financial Consulting, LLC is an independent registered investment adviser that primarily serves individual clients (including non‑high‑net‑worth households) and will occasionally work with high‑net‑worth individuals and small businesses. The firm provides portfolio management and comprehensive financial planning services, and offers a standalone Social Security analysis as part of its planning options.
The firm typically constructs portfolios of exchange‑listed equities, mutual funds, ETFs and fixed‑income securities using a mix of fundamental and technical analysis, and it does not employ margin or leveraged products; accounts are monitored daily and clients may elect discretionary or non‑discretionary management. Financial planning work is prepared with MoneyGuidePro, includes an annual review framework, and the firm generally seeks client authorization to have advisory fees deducted directly from custody accounts.
What is distinctive is that the firm’s owner is licensed as an independent insurance agent in multiple states and may recommend and sell insurance products for additional commissions, a conflict that the firm discloses and addresses in client discussions. As a solo advisor managing roughly $26.8 million for about 125 clients, the firm recommends Charles Schwab as its primary custodian and does not offer wrap programs or charge performance‑based fees.
Client services
Expertise
Fee options
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)
Main office
Murfreesboro TN
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Jason Tate Financial Consulting, LLC · Tate, Jason Roberts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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