Kathleen Cannon is a CFP-designated registered investment advisor at Money Pilot Financial Advisor LLC, based in Radiant, VA, with 6 years of industry experience. Kathleen 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 27 clients with $1M in assets under management.
Compensation
Firm Size
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Fee Structure
Money Pilot Financial Advisor LLC (MPFA) does not directly manage investments. Instead, MPFA helps you select a third-party investment manager. The fee you pay covers both MPFA's advisory fee and the third-party manager's fee. MPFA's fee is not listed in the brochure.
Location
Radiant, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Money Pilot Financial Advisor LLC
State Registrations2 states
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