# Catherine Kipling

> Catherine Kipling is a fee-only financial advisor at Kipling & in Sandia Park, New Mexico. Kipling & reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/catherine-kipling/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kipling &
- **Based in:** Sandia Park, New Mexico
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $5.9M across 45 accounts
- **CRD:** 4919976 (https://adviserinfo.sec.gov/individual/summary/4919976)
- **SEC registration:** Investment adviser representative in MT, NM
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Catherine holds no broker registration, and Kipling & 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, Kipling &, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Catherine Kipling based?

Catherine Kipling is based in Sandia Park, New Mexico.

### Is Catherine Kipling registered with the SEC?

Yes. Catherine Kipling is registered as an investment adviser representative in MT and NM (CRD 4919976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kipling & manage?

Kipling & reports $5.9M across 45 accounts in assets under management.

### How do I contact Catherine Kipling?

Contact details aren't on file yet. Search for Kipling &.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4919976): 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

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