Katharine Booth Marvel
Investment adviser representative at Encircle Financial Strategies
25 yearsExperience
3 statesRegistered in
ChFC®Designation
$139.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Encircle Financial StrategiesOct 2017 to now
- Wealth Advisory Solutions, LLCOct 2017 to now
- Marvel Financial Planning, Inc.Sep 2001 to now
- National Planning CorporationAug 2013 to Oct 2017
- Advantage Investment Management LLCJan 2009 to Oct 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 3 states (IN, MA, TX).
Encircle Financial Strategies
Legal name: Marvel Financial Planning, Inc.
$139.4MAssets managed
242Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2368706
- Firm CRD
- 327420