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
    0
    MILLION
  • 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
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.

CO, NV, WA

Financial Advisors at Belmore Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kate Holmes
CRD#: 5542335
P.o. Box 1151, Denver, CO 80201
103
Wealthminder
score

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. 

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