Cary Cates, CFP®, MBA, EA Cates Financial Planning, LLC
- 4120 Bonita Ave, Denton, TX 76210
- (940) 368-0909
- http://catesfp.com/
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/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
