Kate Brunori
PCM Encore · Tampa, Florida
Kate Brunori is a fee-only financial advisor at PCM Encore in Tampa, Florida. Kate focuses on retirement planning, estate & legacy planning and tax planning. PCM Encore reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kate →
Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | PCM Encore |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.05B across 798 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6783545 |
| Exams passed | Series 63 (2017) · Series 65 (2025) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | encoreinvestment.com |
Request an introduction to Kate
Tell Kate a little about what you're looking for. Kate isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kate
Is Kate Brunori a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kate holds no broker registration, and PCM Encore reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kate charge for financial advice?
Kate's firm, PCM Encore, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kate Brunori based?
Kate Brunori is based in Tampa, Florida.
What does Kate specialize in?
Kate's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Kate works with ultra high net worth and multi-generational families.
Is Kate Brunori registered with the SEC?
Yes. Kate Brunori is registered as an investment adviser representative in FL (CRD 6783545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PCM Encore manage?
PCM Encore reports $2.05B across 798 accounts in assets under management.
How do I contact Kate Brunori?
Through Kate's website, encoreinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- PCM Encore website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.