Katharine Heller
Investment adviser representative at Tfo Wealth Partners
10 yearsExperience
1 stateRegistered in
$5.7BFirm assets
23 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Tfo Wealth PartnersMay 2021 to now
- University of Dayton Economics & FinanceOct 2021 to May 2022
- Inverness ClubMar 2020 to Aug 2020
- Brandywine Country ClubMay 2019 to Aug 2019
- University of DaytonAug 2018 to May 2022
- Zoup! EateryMar 2017 to Aug 2018
- Surface CombustionSep 2016 to Jul 2018
- St. Ursula AcademyMay 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Tfo Wealth Partners
Legal name: Tfo Wealth Partners, LLC
$5.7BAssets managed
1,986Clients
34Advisers
23 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
- 8261794
- Firm CRD
- 124407