Katherine Phillips is a CFP-designated registered investment advisor at Childfree Wealth, based in Gonzales, LA, with 7 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 10 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Childfree Wealth bundles investment management together with comprehensive financial planning. The combined service costs between $10,000 and $15,000 per year, paid quarterly in advance, and this fee is subject to a 3% annual inflation adjustment.
Location
Gonzales, LA
Get directionsHistory
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 →Employment History
Current Registrations
Childfree Wealth
Previous Registrations
Mercer Global Advisors INC.
Ellevest
Practicecfo Investments
Investment Advisor Group
The Investment Advisor Alliance LLC
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
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.
Exams
More Advisors
- Michael Patterson, CFPLPL Financial LLC
- David Bernard, CFPKnights of Columbus Asset Advisors LLC
- John Dawes, CFPEdward Jones