Carolyn Catlin is a CFP-designated registered investment advisor at Fenway Financial Advisors, LLC, based in Arlington, VA, with 9 years of industry experience. Carolyn 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, and 1 more. Their firm serves 95 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fenway Financial Advisors' fees for investment management can be fixed-fee, hourly, or per diem:
- Fixed fees are per rebalancing and range from $600 to $3000.
- Hourly rates vary from $400 to $600, depending upon the nature of the engagement.
- Per diem rates vary depending upon the engagement.
Fees are negotiable and may be higher or lower based on the portfolio's size, complexity, asset structures, and other factors.
Location
1201 Wilson Blvd., 25th Floor, Arlington, VA, 22209
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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 →Other Business Activities
Carolyn is a landlord for a rental property since 2023, spending minimal time on general property management duties. This activity is not investment-related.
Employment History
Current Registrations
Fenway Financial Advisors, LLC
State Registrations3 states
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.