Catherine Cuthbert is a registered investment advisor at Cuthbert Financial Guidance, based in Portland, OR, with 2 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Cuthbert Financial Guidance's ongoing financial planning fees range from $2,600 to $15,000 annually, invoiced quarterly. The fee varies based on the client's complexity, including assets, liabilities, income, household members, investment accounts, insurance products, employee benefits, life transition planning needs, and estate size. There is also a one-time getting started fee equal to one-half of the client’s annual fee due at the first planning meeting. If the firm hasn’t seen you in 2+ years, in addition to the Flat Annual Fee there is also a one-time getting started fee due at the first meeting equal to one quarter of your annual fee.
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine manages a short-term rental property called 3612 Skyline, which she also owns. She spends a few hours per week on this activity, including a few hours during securities trading hours.
Employment History
Current Registrations
Cuthbert Financial Guidance
State Registrations1 state
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