Kathryn Pruitt is a registered investment advisor at Heartwood Wealth Advisors, LLC, based in Richmond, VA, with 8 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 574 clients with $1.5B 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% |
Fee Estimator
Location
9020 Stony Point Parkway, Suite 325, Richmond, VA, 23235
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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
Kathryn is a notary public in Virginia, notarizing documents since 2019. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Heartwood Wealth Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Nylife Distributors LLCBroker
Davenport & Company LLC
Davenport & Company LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
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.