Katherine Cook is a CFP-designated registered investment advisor at Abacus Financial Planning, based in Kirkland, WA, with 5 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, Charitable Giving, Divorce Planning, Education Planning, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.40% |
Fees are negotiable at the discretion of the firm. Unmanaged or static assets do not incur ongoing fees.
Fee Estimator
Contact
Katherine Cook
Location
Kirkland, WA
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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 is a minority owner and member of GPN Alliance, a member-owned corporation focused on fee-only financial planning. This activity requires minimal time.
Employment History
Current Registrations
Abacus Financial Planning
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
Additional Information
Katy Cook is a Principal at Abacus Financial Planning and decided to change careers and go into financial planning after creating her parents’ retirement plan. She saw firsthand the peace of mind that comes with having a roadmap to guide investing and spending decisions. She loves digging into financial details and enjoys helping people explore financial scenarios and understand the long-term impact of small (and large) choices.
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