Katherine Eileen Kincaid
Investment adviser representative at Waller Financial Planning Group, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$747.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Waller Financial Planning Group, Inc.Dec 2008 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Waller Financial Planning Group, Inc.
$747.8MAssets managed
570Clients
6Advisers
14 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
- 4533668
- Firm CRD
- 159564