Catherine Doney
Catherine Doney is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Clearwater, FL, with 19 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Clearwater, FL
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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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Catherine is an independent consultant for Pampered Chef since 2022, a brand ambassador for Red Aspen since February 2024, and a brand affiliate for Heart + Soul since June 2024, all involving sales. These activities are not investment-related.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Diversified Investors Securities CORP.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Franklin/templeton Distributors, 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.