Advisor at Tonn Financial Planning
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
Tonn Financial Planning
Location
Littleton, CO
Credentials
CFP®, Series 65
Industry experience
7 years
Katherine Lewis is a CFP® and holds a Series 65 license, with seven years of industry experience. She is the principal of Tonn Financial Planning, where she has worked since 2023. Her prior experience includes roles at Opus Financial Solutions, Kestra Advisory Services LLC, and Financial Security Management, Inc. Outside of her advisory work, she volunteers as a coach for Wings For Widows, providing pro-bono financial planning advice to recently widowed individuals. Tonn Financial Planning offers fee-only investment management and financial planning services to employer plan sponsors and individual clients, including non-high-net-worth households. The firm uses a combination of passive and active strategies guided by Modern Portfolio Theory and provides retirement plan consulting with an ERISA fiduciary role.
Based on Tonn Financial Planning
Project-Based Financial Planning fees range from $1,000 to $10,000; initial fee for ongoing planning up to $5,000.
$0 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
Hourly charges reported in SEC Part 1 but no specific hourly rates detailed in brochure.
Ongoing Financial Planning fees range from $1250 to $2500 quarterly or $416.66 to $833.33 monthly.
Fee-only: Investment management and financial planning fees; fee-only firm, no commissions.
Littleton, CO
Colorado
Opus Financial Solutions
2024 - 2025 (1 year)
Tonn Financial Planning LLC
2023 - Present (3 years)
Kestra Advisory Services LLC
2021 - 2023 (2 years)
Financial Security Management, Inc.
2018 - 2021 (3 years)
Rocky Mountain Cabinet
2017 - 2018 (1 year)
Renew Fitness & Yoga
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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