Katherine Alepa
Katherine Alepa is a CFP-designated registered investment advisor at Ithaka Financial Planning, LLC, based in Holly Springs, NC, with 10 years of industry experience. Katherine 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 4 more. Their firm serves 55 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are billed quarterly in advance. Third-party retirement accounts reviewed and analyzed are included in the asset fee. Participant account management via Pontera is charged at 0.30% quarterly.
Fee Estimator
Location
Holly Springs, NC
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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 →Employment History
Current Registrations
Ithaka Financial Planning, LLC
Previous Registrations
Financial Planning Group, INC.
State Registrations5 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.
Exams
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