Katherine Tara Donaldson
Investment adviser representative at Doyenne Wealth Advisors
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Doyenne Wealth AdvisorsJan 2022 to now
- Brownson, Rehmus & Foxworth, Inc.Dec 2000 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Doyenne Wealth Advisors
Legal name: Doyenne Wealth Advisors LLC
$2BAssets managed
132Clients
12Advisers
5 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
- 4630334
- Firm CRD
- 315995