Katrina Welker is a CFP-designated registered investment advisor at Rooted Planning Group, based in Corning, NY, with 18 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 229 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you choose to have Rooted Planning Group manage your investments as part of their comprehensive financial planning service, you'll pay an annual fixed fee, billed quarterly or monthly in advance. The fee starts at $6,000 per year, but may be higher depending on the complexity of your situation. This fee may be negotiable. The fee automatically increases by 3% each year on January 1st, but RPG may adjust this increase.
Contact
Katrina Welker
Location
10 East Market Street, Corning, NY, 14830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katrina volunteers for the free financial helpline of Savvy Ladies, dedicating minimal time. She also volunteers for the Advisory Board for the Financial Planning Program at Alfred State College, spending minimal time annually.
Employment History
Current Registrations
Rooted Planning Group
Previous Registrations
Hd Vest Investment ServicesBroker
Cadaret, Grant & CO., INC.Broker
Cambridge Investment Research, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.
Exams
Additional Information
I enjoy helping clients understand their finances and how to use their resources to live their ideal lives. I spent years working in a world that only focused on the investments and I found myself constantly wanting to do more for my clients. The investments are a piece of your puzzle, but I want to look at the big picture made up of all the pieces.