Kathryn Moreno
Kathryn Moreno is a CFP-designated registered investment advisor at Bearing Financial Advisors, LLC, based in Austin, TX, with 21 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 133 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bearing Financial Advisors charges a percentage of the total value of your portfolio for investment management. The exact percentage is negotiated with each client.
Location
9390 Research Blvd, Kaleido Bldg I Suite 330, Austin, TX, 78759
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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 owns a rental property since 2010 and is an agent for Target Insurance Agency since 2007, selling life and long-term care insurance, dedicating minimal time to each. She is also a subcontractor for Bearing Financial Advisors, LLC, working as a financial advisor and planner about half her time.
Employment History
Current Registrations
Bearing Financial Advisors, LLC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.