TrueAdvisor
TrueAdvisor
KG
CFP
KG
CFP

Keith Gibbons

Catalyst Financial Partners
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Catalyst Financial Partners
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
328 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

Location

One Marina Park Drive, 16th Floor, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Catalyst Financial Partners
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Provident Financial Advisors
July 2006 - December 2007 · 1 yr 5 mos
Commonwealth Financial Network
June 2005 - August 2007 · 2 yrs 2 mos
Schooner Advisory Services
March 2004 - June 2005 · 1 yr 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.