Kathleen Fitts
Kathleen Fitts is a registered investment advisor at VALIC Financial Advisors, INC., based in Modesto, CA, with 20 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
1150 9th Street, Suite 1212, Modesto, CA, 95354
Get directionsHistory
Regulatory History (1)
Criminal
February 1994Other Business ActivitiesSells Insurance
Kathleen owns Fitts Construction, a general construction contractor, dedicating about 10-20% of her time to it. She is also an agent for AGIA, selling non-securities insurance products, which takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations9 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.