# Cathleen McKEE

> Cathleen McKEE is a fee-only financial advisor at Equita Financial Network in Cambridge, Massachusetts, who holds the CFP credential. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Equita Financial Network
- **Based in:** Cambridge, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $391.0M across 1,321 accounts
- **Credentials:** CFP
- **CRD:** 7864827 (https://adviserinfo.sec.gov/individual/summary/7864827)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.equitafn.com

## Frequently asked questions

### Is Cathleen McKEE a fee-only financial advisor?

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

### How does Cathleen charge for financial advice?

Cathleen's firm, Equita Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cathleen McKEE based?

Cathleen McKEE is based in Cambridge, Massachusetts.

### What credentials does Cathleen McKEE hold?

Cathleen McKEE holds the CFP credential.

### Is Cathleen McKEE registered with the SEC?

Yes. Cathleen McKEE is registered as an investment adviser representative in MA (CRD 7864827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equita Financial Network manage?

Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.

### How do I contact Cathleen McKEE?

Through Cathleen's website, www.equitafn.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7864827): 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.