Catherine Kessler
TAO Private Wealth · Tulsa, Oklahoma
Catherine Kessler is a fee-only financial advisor at TAO Private Wealth in Tulsa, Oklahoma. TAO Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | TAO Private Wealth |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $104.2M across 324 accounts |
| SEC registration | Investment adviser representative in OK · CRD 2430042 |
| Exams passed | Series 63 (1994) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.taoprivatewealth.com |
How Catherine's firm compares
- TAO Private Wealth's average account is about $322,000, from its Form ADV (assets managed divided by 324 accounts).
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Questions about Catherine
Is Catherine Kessler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and TAO Private Wealth 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, TAO Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Catherine Kessler based?
Catherine Kessler is based in Tulsa, Oklahoma.
Is Catherine Kessler registered with the SEC?
Yes. Catherine Kessler is registered as an investment adviser representative in OK (CRD 2430042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TAO Private Wealth manage?
TAO Private Wealth reports $104.2M across 324 accounts in assets under management.
How do I contact Catherine Kessler?
Through Catherine's website, www.taoprivatewealth.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
- 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.
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