TT
CFP
TT
CFP

Tabitha Tiefermann

4 Years of Experience
Louisville, KY

Tabitha Tiefermann is a CFP-designated registered investment advisor at Belle Trace Financial Planning, based in Louisville, KY, with 4 years of industry experience. Tabitha operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
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Tabitha Tiefermann

Location

139 S. English Station Road, Suite 230, Louisville, KY, 40245-3997

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Belle Trace Financial Planning
July 2026 - Present · 3 mos
Coats Financial Planning
August 2022 - Present · 4 yrs 2 mos
State Registrations1 state
KY
Advisor

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
No exam information available for this advisor.
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Tabitha Tiefermann