Kate HolmesCRD 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Belmore Financial, LLC||Las Vegas, NV||May 2013 - Current||5|
|Horizon Asset Management, LLC||Seattle, WA||Jan 2006 - Apr 2013||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
CO, NV, WA
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