Kathleen Mcgrath is a CFP-designated registered investment advisor at W3 Wealth Advisors, LLC, based in Westlake, OH, with 30 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W3 Wealth Advisors does not directly manage investments. Instead, they recommend managed account programs through Valmark Advisers, Inc., where fees are described in Valmark's brochure. These programs may allocate assets to different funds or portfolio managers. Clients may pay custodial, transaction, or account maintenance fees, but W3 does not share in these fees. Clients can buy securities outside these programs without incurring program fees.
Location
1991 Crocker Road, #600, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is on the advisory board for Hugs and Hope Foundation, a non-profit, dedicating minimal time. She is also a Principal at W3 Wealth Management LLC, spending about a quarter of her time on wealth management and financial planning, and a finance committee member at Westwood Country Club, spending minimal time.
Employment History
Current Registrations
W3 Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.