KATAPULT Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Katapult Financial Planning LLC serves individual clients across different stages of accumulation and retirement readiness, providing wealth management with discretionary portfolio oversight alongside comprehensive and limited-scope financial planning. The firm operates on a fee-only basis and deploys AUM-based portfolio management as well as non-AUM planning engagements.
The firm’s investment approach blends strategic asset allocation with a mix of passive and active vehicles, and it can include individual securities, mutual funds, and ETFs to implement client goals; socially conscious (ESG) options are available when requested. Wealth management clients typically grant limited discretionary authority, while planning clients engage through a collaborative process that produces written plans and periodic reviews.
Katapult is a single-advisor practice with a small client roster, which the brochure frames as the basis for more individualized and programmatic client service rather than broad product distribution. The firm’s service menu is notable for offering multiple engagement models — ongoing subscription-style planning for clients earlier in their savings trajectory and project- or hourly-based limited engagements — in addition to traditional AUM management, and it conducts trading and custody relationships through an independent institutional custodian.
Client services
Expertise
Demographic focus
Fee options
Project-based financial planning fees range from $4,000 to $10,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
$350 per hour with a 4-hour minimum for hourly planning under Accelerate program
Monthly ongoing financial planning fees under Launch program range from $175 to $500, paid monthly in arrears
Minimum fee: Elevate program minimum annual fee of $4,500 (may be negotiable) Fee-only: Yes, KFP is a fee-only firm; no commissions or sales-related compensation
Main office
Woburn MA
Advisors at this office
1
Most active in
California · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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