Advisor at Equita Financial Network, 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
Equita Financial Network, Inc.
Location
Fort Washington, PA 19034
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
Kathleen Burke is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Equita Financial Network, Inc. and has previously worked at Method Financial Planning, Inc. and The Investment Center, Inc. She holds Series 63 and Series 66 licenses. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.
Based on Equita Financial Network, Inc.
Based on Equita Financial Network, Inc.
Financial planning fixed fee up to $10,000 per plan
$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $1,500,000: 2.00% $1,500,001+: 1.50%
Up to $500 per hour for financial planning
Financial consulting ongoing fee up to $7,500 per quarter, payable monthly or quarterly
Fee-only: Financial planning fixed fee up to $10,000 per plan; Financial consulting fee up to $7,500 per quarter; Financial planning hourly fee up to $500 per hour
500 Office Center Drive, Suite 400
Fort Washington, PA 19034
Pennsylvania
Method Financial Planning, Inc.
2018 - Present (8 years)
Equita Financial Network, Inc.
2018 - Present (8 years)
The Investment Center, Inc.
2015 - 2024 (9 years)
Method Financial Planning, Inc.
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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