Kathleen Boyd is a CFP-designated registered investment advisor at Nectarine, based in San Diego, CA, with 4 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 3,210 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Nectarine Financial offers ongoing financial planning services billed quarterly in advance, with fees typically ranging from $100 to $3,000 per quarter. This service includes collaborative ongoing advice on cash flow, goals, investments, retirement, insurance, debt, estate planning, employer benefits, and email access throughout the year.
- One-hour financial planning session — generally less than $500, designed for specific financial planning topics with a recap email and action items.
- Comprehensive financial plan (The Plan Services) — generally less than $10,000 for an eight-week engagement that includes three meetings, document review, expert analysis, implementation help, and custom planning.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen works as a student loan consultant, dedicating a significant portion of her time to providing analysis and advice on managing student loan debt. She also works as an adjunct professor at Oklahoma State University and contributes content on personal finance to Forbes.com.
Employment History
Current Registrations
Nectarine
Previous Registrations
Slp Wealth
Illumination Wealth Management
Brunch & Budget, LLC
Navigoe, LLC
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.
Exams
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