KM
CFP
KM
CFP

Katherine Navarro Martin

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
854 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.6B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.25%
$1M+1.00%

Cahaba may negotiate special fee arrangements where deemed appropriate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3800 Colonnade Parkway, Suite 630, Birmingham, AL, 35243

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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.

Learn about disclosures →
Employment History
Current Registrations
Cahaba Wealth Management, INC.
March 2025 - Present · 11 mos
Previous Registrations
Morgan Stanley
August 2022 - March 2025 · 2 yrs 7 mos
Morgan StanleyBroker
August 2022 - March 2025 · 2 yrs 7 mos
Raymond James & Associates, INC.
September 2019 - July 2022 · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2019 - July 2022 · 2 yrs 10 mos
Bbva Wealth Solutions INC.
May 2018 - September 2019 · 1 yr 4 mos
Bbva Securities INC.Broker
June 2017 - September 2019 · 2 yrs 3 mos
Triad Advisors, INC.Broker
September 2016 - February 2017 · 5 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Katherine Navarro Martin - Financial Advisor | TrueAdvisor