Advisor at Wealth Pro Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Pro Advisors, Inc.
Location
Sarasota, FL 34237
Credentials
Series 65, Series 66
Industry experience
12 years
Katherine Abernathy is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, holding Series 65 and Series 66 licenses with 12 years of industry experience. She has worked at Wealth Pro Advisors since 2013, including her current tenure starting in 2020, and was previously with Truvestments Capital, LLC. Wealth Pro Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals and small businesses, serving both high-net-worth and non-high-net-worth clients. The firm manages approximately $308 million and offers personalized advisory services using customized or model portfolios with ongoing monitoring and rebalancing.
Fixed financial planning fees ranging from $500 to $1,500, negotiable
$0 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.10% $4,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.85% $10,000,001+: Negotiable
Commissions earned by registered representatives and insurance agents affiliated with the firm, separate from advisory fees
$250 per hour for financial planning and consulting services, negotiable
Account minimum: $100,000 Fee-only: Financial planning fixed fee between $500 - $1,500; Hourly fee $250 per hour
2381 Fruitville Road
Sarasota, FL 34237
Florida
Wealth Pro Advisors, Inc.
2020 - Present (6 years)
Truvestments Capital, LLC
2018 - 2020 (2 years)
APW CAPITAL (formerly COMPREHENSIVE ASSET MGMT & SERVICING)
2014 - Present (12 years)
Wealth Pro Advisors, Inc.
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
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Series 66
Sarasota, FL
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CFP®, Series 63
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Series 63, Series 65
Sarasota, FL
Insight Family Financial
Series 65
Sarasota, FL
DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
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