Kathryn Catalana
Kathryn Catalana is a CFP-designated registered investment advisor at Tidehaven Wealth, LLC, based in Mount Pleasant, SC, with 20 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 163 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tidehaven Wealth charges an annual fee based on the value of your portfolio and the complexity of services provided. The annual fee ranges from 0% to 1.50%. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services.
Location
238 Mathis Ferry Road, Unit 104, Mount Pleasant, SC, 29464
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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
Kathryn is an independent insurance agent selling fixed life, accident, and health insurance, dedicating about 10-20% of her time to this activity. She also serves as a Board Member/Treasurer for Hobcaw Yacht Club and Treasurer for James B. Edwards Elementary School PTO, spending a few hours per week on each.
Employment History
Current Registrations
Tidehaven Wealth, LLC
Previous Registrations
Triad Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
State Registrations6 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.