Katherine Brosnan is a CFP-designated registered investment advisor at Cary Financial Planning, LLC, based in Cary, NC, with 1 years of industry experience. Katherine 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, Investment Management, and 2 more. Their firm serves 24 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Wealth Management clients with assets under management of or greater than $600,000 can receive Investment Advisory and Financial Planning Services for a bundled fee of 0.90% of the assets under management.
Fee Estimator
Location
1255 Crescent Green, Suite 200, Cary, NC, 27518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cary Financial Planning, LLC
State Registrations1 state
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