K/a/p Planning Advisory

K/a/p Planning Advisory (CRD# 128389) is a financial advisory firm headquartered in , . They manage $8,700,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 K/a/p Planning Advisory
Showing 1 - 1 of 1 top financial advisors.
Kathleen Piaggesi
CRD#: 362899
Gloucester, MA

Kathleen Piaggesi (CRD# 362899) is an Investment Advisor Representative working at K/a/p Planning Advisory in Gloucester, MA and has over 35 years of experience in the finance industry. Kathleen Piaggesi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.