Cary Cates, CFP®, MBA, EA Cates Financial Planning, LLC

Contact this advisor

About Cary Cates, CFP®, MBA, EA

Cates Financial Planning, LLC, or “Cates FP” for short, is a fee-only Registered Investment Adviser. Cates FP was founded to provide the highest quality financial and tax advice to clients.
What makes the business different than many financial planning firms is the focus on integrating tax and financial advice into a one-stop shop. Cates FP combines financial planning, tax advice, tax preparation, and investment management services to provide high quality fiduciary advice that is more difficult to obtain when coordinating two separate relationships – the financial planner and tax professional.

The integrated financial advice is typically very appealing to high-earning households, business owners, and real estate professionals.

I am also an adjunct professor at the University of North Texas (UNT) in Denton, TX. I teach in the Finance, Insurance, Real Estate, and Law (FIREL) department in the College of Business. My time working at the university has allowed me to develop a strong knowledge of the unique issues and opportunities university professors and administrators face.

Personally, I’ve been married since 2004 and have two beautiful daughters. I encourage you to go to my website to learn more about my family or Cates FP. If you would like to schedule a meeting, call, or video conference to learn more about my services, please go to this web address: https://calendly.com/catesfp/intromeeting.

Contact this advisor

Ideal Clients

  • Business Owners
  • Gen X
  • Real Estate Professionals
  • University Employees

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150
  • Hourly Fee: $175
  • AUM with monthly service: 0.75%
  • AUM only: 1.5% or less

SEC Records

States Registered

  • Texas

Loading...