Karen Stay
Kure Advisory · Plymouth, Minnesota
Karen Stay is a fee-only financial advisor at Kure Advisory in Plymouth, Minnesota. 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 |
| SEC registration | Investment adviser representative in MN · CRD 4869529 |
| Exams passed | Series 66 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.incomeplanninggroup.com |
How Karen'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 Karen
Is Karen Stay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen 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 Karen charge for financial advice?
Karen's firm, Kure Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Karen Stay based?
Karen Stay is based in Plymouth, Minnesota.
Is Karen Stay registered with the SEC?
Yes. Karen Stay is registered as an investment adviser representative in MN (CRD 4869529), 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 Karen Stay?
Through Karen'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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