Catherine Kapusta
Kapusta Financial Group · Pittsburgh, Pennsylvania
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.
Request an introduction to Catherine →
Specialties
Facts
| Firm | Kapusta Financial Group |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $199.6M across 971 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7021892 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kapustafinancial.com |
| Profile |
How Catherine's firm compares
- Kapusta Financial Group's average account is about $206,000, from its Form ADV (assets managed divided by 971 accounts).
Request an introduction to Catherine
Tell Catherine a little about what you're looking for. Catherine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Catherine
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Kapusta Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.