Kathleen Boyd is a CFP-designated registered investment advisor at Nectarine, based in San Diego, CA, with 3 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services for a flat fee ranging from $100 to $3,000 per quarter. This includes guidance on budgeting, goal setting, investment guidance, retirement planning, insurance, debt reduction, estate planning, employer benefits, and email access to the advisor.
Nectarine Financial offers the following services:
- Hourly Services: Professional advice regarding specific financial planning topics for an hourly rate generally less than $500 per one-hour session.
- Plan Services: A thorough analysis of your financial life pursuant to a multi-week engagement for a one-time flat fee that is generally less than $10,000. This includes face-to-face meetings, document review, expert planning and analysis, implementation help, email support, and a custom financial plan.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen works as a student loan consultant, dedicating a significant portion of her time to providing analysis and advice on managing student loan debt. She also works as an adjunct professor at Oklahoma State University and contributes content on personal finance to Forbes.com.
Employment History
Current Registrations
Nectarine
Previous Registrations
Slp Wealth
Illumination Wealth Management
Brunch & Budget, LLC
Navigoe, LLC
Cetera Advisor Networks LLCBroker
State Registrations2 states
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