Katherine Lewis is a CFP-designated registered investment advisor at Tonn Financial Planning, based in Lakewood, CO, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 9 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable. If TFP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Contact
Katherine Lewis
Location
Lakewood, CO
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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
Katherine volunteers as a coach with Wings For Widows, providing pro-bono financial planning advice to recently widowed clients. This activity requires minimal time.
Employment History
Current Registrations
Tonn Financial Planning
Previous Registrations
Opus Financial Solutions LLC
Kestra Advisory Services, LLC
Financial Security Management, INC
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
Additional Information
Katie Lewis is a renowned expert in the field of financial planning. She has assisted many prominent clients across the country in achieving their financial objectives. With over a decade of experience in tax and finance, and as a Certified Financial Planner TM, and Registered Investment Advisor, Katie is widely respected by professional women and business owners. She has delivered speeches on numerous platforms and her insights have been mentioned in financial publications like Investopedia. As a fee-only financial planner, she is capable of helping any working professional struggling with financial overwhelm to achieve a life of flexibility and freedom.