Kathleen Faulkner
Kathleen Faulkner is a registered investment advisor at Faulkner Financial Planning, LLC, based in Cameron Park, CA, with 27 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, Retirement Planning, and 1 more. Their firm serves 14 clients with $11M 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 | 1.50% |
Maximum fee includes both Faulkner Financial Planning's fee and the third-party advisor's fee. Faulkner Financial Planning's fee is negotiable.
Fee Estimator
Location
3450 Palmer Drive, Ste 4-319, Cameron Park, CA, 95682
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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
Kathleen owns Divorce Advisory Services, LLC, providing cash flow analysis and mediation services for divorcing couples. She is also a member of the board of directors for Summitview Child Treatment Center.
Employment History
Current Registrations
Faulkner Financial Planning, LLC
Previous Registrations
Spc
Securian Financial Services, INC.
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.