Katharine Marvel is a ChFC-designated registered investment advisor at Encircle Financial Strategies, based in Columbus, IN, with 32 years of industry experience. Katharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 242 clients with $140M 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 | 1.60% |
The Adviser may choose to charge a lower asset-based fee at its sole discretion.
Fee Estimator
Location
675 Reeves Way, Suite 2, Columbus, IN, 47201
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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
Katharine runs "Kate is Cooking," a cooking blog. This activity requires minimal time.
Employment History
Current Registrations
Encircle Financial Strategies
Previous Registrations
Wealth Advisory Solutions, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Marvel Financial Planning, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Advantage Capital CorporationBroker
Equity Services, INC.Broker
Mimlic Sales CorporationBroker
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.