Kathleen Kempf
Kathleen Kempf is a registered investment advisor at Your Path Financial LLC, based in Adkins, TX, with 25 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3 clients with $2.4M 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 | 1.20% |
Maximum fee of 1.2% annually, negotiable depending on client circumstances.
Fee Estimator
Location
Adkins, TX
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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 ActivitiesSells Insurance
Kathleen is an insurance agent since 2009, selling non-variable insurance, fixed health, and defined employee compensation plans, dedicating about 10% of her professional time. Since 2018, Kathleen is also the President of Your Path 4 Prosperity LLC, where she writes and conducts educational/spiritual workshops pertaining to money and finance, and provides bookkeeping services, dedicating a few hours per week during trading hours.
Employment History
Current Registrations
Your Path Financial LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Global View Capital Management, LTD
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations2 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.