Katelyn Kantruss is a registered investment advisor at Veridian Capital Partners, based in Frederick, MD, with 2 years of industry experience. Katelyn 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 4 more. Their firm serves 762 clients with $470M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- The maximum hourly fee is $400.
- Flat fees range from $500 to $10,000.
Location
7101 Guilford Drive,, Suite 104, Frederick, MD, 21704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Veridian Capital Partners
State Registrations1 state
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