# Jack Waletich

> Jack Waletich is a fee-only financial advisor at Kure Advisory in Plymouth, Minnesota, who holds the CFP and PFS credentials. Kure Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kure Advisory
- **Based in:** Plymouth, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $259.0M across 990 accounts
- **Credentials:** CFP, PFS
- **CRD:** 7757725 (https://adviserinfo.sec.gov/individual/summary/7757725)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2023)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.incomeplanninggroup.com

## Frequently asked questions

### Is Jack Waletich a fee-only financial advisor?

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

### How does Jack charge for financial advice?

Jack's firm, Kure Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jack Waletich based?

Jack Waletich is based in Plymouth, Minnesota.

### What credentials does Jack Waletich hold?

Jack Waletich holds the CFP and PFS credentials.

### Is Jack Waletich registered with the SEC?

Yes. Jack Waletich is registered as an investment adviser representative in MN (CRD 7757725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kure Advisory manage?

Kure Advisory reports $259.0M across 990 accounts in assets under management.

### How do I contact Jack Waletich?

Through Jack's website, www.incomeplanninggroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7757725): 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.