# Catherine Kapusta

> Catherine Kapusta is a fee-only financial advisor at Kapusta Financial Group in Pittsburgh, Pennsylvania. Catherine focuses on retirement planning. Kapusta Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/catherine-kapusta/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kapusta Financial Group
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $199.6M across 971 accounts
- **Specialties:** Retirement planning
- **CRD:** 7021892 (https://adviserinfo.sec.gov/individual/summary/7021892)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.kapustafinancial.com

## Frequently asked questions

### Is Catherine Kapusta a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Kapusta Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Catherine charge for financial advice?

Catherine's firm, Kapusta Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Catherine Kapusta based?

Catherine Kapusta is based in Pittsburgh, Pennsylvania.

### What does Catherine specialize in?

Catherine's specialties include retirement planning.

### Is Catherine Kapusta registered with the SEC?

Yes. Catherine Kapusta is registered as an investment adviser representative in PA (CRD 7021892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kapusta Financial Group manage?

Kapusta Financial Group reports $199.6M across 971 accounts in assets under management.

### How do I contact Catherine Kapusta?

Through Catherine's website, www.kapustafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7021892): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kapustafinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.