A complete list of active advisors currently associated with KATAPULT Financial Planning LLC
Warmer can help you find a great advisor at KATAPULT Financial Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at KATAPULT Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Woburn, MA
| 11
|
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