Kate Holmes, financial advisor Denver CO
103 score

Kate Holmes

CRD Number: 5542335
Current Firm: Belmore Financial, LLC

Kate Holmes, CFP® is the Founder of Belmore Financial, LLC, a location-independent practice she started in 2013. After nearly eight years at an investment advisory firm, where she was a shareholder, she left to create a practice that she sees as the future of financial planning. Belmore works with all clients virtually for a flat fee or ongoing monthly subscription, regardless of their assets, net worth, or location.

Kate is active in the financial planning industry, serving on the CFP Board Women’s Initiative Council, as a CFP Board Ambassador and on other committees within the FPA and NAPFA.  

 

Kate is an international speaker and is regularly quoted or featured in the media, including The Wall Street Journal, Financial Times, Reuters, U.S. News & World Report, and Forbes.

 

As an avid traveler, Kate enjoys being able to work from anywhere and add to the list of nearly 30 countries she’s visited, including Australia, where she graduated from RMIT University with a Bachelor of Arts in Photography. 

Similar Advisors
Matt Carver, financial advisor Denver CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Denver CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Denver CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Belmore Financial, LLC Las Vegas, NV May 2013 - Current 3
Horizon Asset Management, LLC Seattle, WA Jan 2006 - Apr 2013 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Kate Holmes
Phone Number: (800) 895-1298
Registered State(s):
  • WA
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO, NV, WA

Ready to hire a financial advisor? Get competitive proposals from Kate Holmes and other advisors.
BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.