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Kathleen Kempf

Advisor at Your Path Financial LLC

Updated today
Your Path Financial LLC logo

Firm

Your Path Financial LLC

Location

Adkins, TX

Credentials

Series 63, Series 65

Industry experience

25 years

About

Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.

Client services

Based on Your Path Financial LLC

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Your Path Financial LLC

Wealth management

Fee options

Percentage

up to 1.2% annually, billed quarterly at up to 0.30% per quarter (negotiable)

Commissions

Investment adviser representatives are licensed insurance agents and may earn commissions for selling insurance products separate from advisory fees.

Other

Account minimum: $5,000 Fee-only: Annual fee up to 1.2% of assets under management, payable quarterly in arrears, negotiable; Pension consulting fees up to 0.50% annually, billed quarterly in advance, negotiable; No separate fee for TPMM selection, firm shares in TPMM fees.

Location

Adkins, TX

Most active in

California · Texas

Work history

Your Path Financial LLC

2018 - Present (8 years)

Your Path 4 Prosperity LLC

2018 - Present (8 years)

Kathleen Novotny

2016 - 2018 (2 years)

Purshe kaplan Sterling Investments

2014 - 2018 (4 years)

Global View Capital Management, LTD

2014 - 2018 (4 years)

Your Path Financial LLC

2012 - Present (14 years)

Kathleen Novotny

2012 - 2018 (6 years)

Independent insurance agent

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Passive / index investing Active portfolio management
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Series 65

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General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Series 65

San Antonio, TX

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Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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Nicholas C

CFA®

San Antonio, TX

Lime Rock Investment Management Company, Inc.

Wealth management
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