Katherine Kincaid
Katherine Kincaid is a CFP-designated registered investment advisor at Waller Financial Planning Group, INC., based in Columbus, OH, with 20 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 550 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Minimum fee for investment management is $3,000.
Fee Estimator
Location
941 Chatham Lane Suite 212, Columbus, OH, 43221
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Waller Financial Planning Group, INC.
Previous Registrations
Waller Financial Planning Group INC
State Registrations2 states
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