Belmore Financial, LLC

Belmore Financial, LLC (CRD# 167312) is a financial advisory firm headquartered in Seattle, WA. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Belmore Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Kate Holmes
CRD#: 5542335
P.o. Box 1151, Denver, CO 80201

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. 

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.