Jack Waletich
Kure Advisory · Plymouth, Minnesota
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.
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Facts
| Firm | Kure Advisory |
|---|---|
| Based in | Plymouth, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $259.0M across 990 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in MN · CRD 7757725 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.incomeplanninggroup.com |
How Jack's firm compares
- Kure Advisory's average account is about $262,000, from its Form ADV (assets managed divided by 990 accounts).
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Questions about Jack
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plymouth
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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