Catharine Fairley
Catharine Fairley is a CFP-designated registered investment advisor at Catharine Fairley Planning Group LLC, based in Frederick, MD, with 13 years of industry experience. Catharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Catharine Fairley Planning Group does not manage investments for a fee. If you request investment advice, they will recommend no-load mutual funds available through discount brokerages or your existing accounts. They also assist with retirement plan choices through your company-sponsored retirement plan.
Location
3 College Ave #1, Frederick, MD, 21701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catharine owns Catharine Fairley, CPA LLC, a CPA firm, since 2013, dedicating nearly all of her time to it. She spends about 10% of her time with Catharine Fairley Planning Group, LLC, an hourly fee-only financial planning practice.
Employment History
Current Registrations
Catharine Fairley Planning Group LLC
Previous Registrations
Draper Mcginley Planning Group, INC.
State Registrations1 state
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.