Kathryn Kubiak-Rizzone
Kathryn Kubiak-Rizzone is a CFP-designated registered investment advisor at About Time Financial Planning, based in Rochester, NY, with 4 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, Estate Planning, Financial Planning & Coaching, and 9 more. Their firm serves 13 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered as an optional service alongside comprehensive financial planning. Fees for investment management will not exceed 3% per year of the value of your portfolio. This fee is in addition to the fixed quarterly fee for the financial planning portion of the service.
Contact
Kathryn Kubiak-Rizzone
Location
Rochester, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
About Time Financial Planning
Previous Registrations
Values Added Financial
State Registrations5 states
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