Katherine Glidden
Katherine Glidden is a CFP-designated registered investment advisor at Beauport Financial Services, LLC, based in Gloucester, MA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning/consulting fees range from $1,500 to $10,000 per year and are negotiable, based on the scope of services provided. The minimum annual fee is $1,500. Fees are paid monthly, quarterly, or semi-annually.
Beauport Financial Services offers financial planning services on an hourly and fixed fee basis. Fixed fees generally range from $1,500 to $10,000. The standard hourly fee is up to $300 per hour for meetings, phone consultations, retirement projections, and research projects.
Location
3 Heritage Way, Ste. 2, Gloucester, MA, 01930
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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.
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Katherine is the President of the Board of Directors for Cape Ann Animal Aid, a non-profit animal shelter, dedicating about 10-20% of her time. She also teaches group cycle classes at the Cape Ann YMCA a few hours per week and works as an Advisor/IAR at Beauport Financial Services LLC about 10-20% of her time.
Employment History
Current Registrations
Beauport Financial Services, LLC
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Gallagher Fiduciary Advisors, LLC
Triad Advisors LLCBroker
F3logic, LLC
Independent Financial Group, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations7 states
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