Kristen Vernace is a CFP-designated registered investment advisor at Pathways Financial Planning, based in Neptune, NJ, with 2 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 38 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Pathways Financial Planning offers ongoing financial planning for a recurring fixed fee, ranging from $500 to $800 per month or $1,500 to $2,400 per quarter. The fee depends on the client's needs, complexity, time, research, and resources required. Clients work with a planner to develop and implement their financial plan, which is monitored and updated as needed.
Pathways Financial Planning offers hourly financial planning services at a rate of $250 per hour. This service is for clients looking to address specific questions or issues on a one-time basis. Divorce financial planning is also offered at the same hourly rate and is charged monthly.
Contact
Kristen Vernace
Location
Regus 3600 Rt 66, Suite 150, Neptune, NJ, 07753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristen works as a paraplanner for Countiss Wealth Management, entering client information and creating retirement projections. This takes a few hours per week.
Employment History
Current Registrations
Pathways Financial Planning
Previous Registrations
Cornerstone Financial Planning, LLC
State Registrations4 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