Kathryn Wiegrefe
Kathryn Wiegrefe is a registered investment advisor at Fiduciary Financial Planning Network, based in Onalaska, WI, with 10 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, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 747 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. For a limited time, fees may be up to 5.00% on the first $500,000, up to 2.00% on $500,001 - $1,000,000, and up to 1.00% on $1,000,001 and up.
Fee Estimator
Location
1131 Main Street, Onalaska, WI, 54650
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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 real estate investor through Wiegrefe Investments LLC since 2022, spending minimal time on building rental properties and about 10-20% of her time managing a short-term rental cabin. She also works as an election worker, dedicating significant time on election days.
Employment History
Current Registrations
Fiduciary Financial Planning Network
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
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