# Katharine Marvel

> Katharine Marvel is a fee-only financial advisor at Encircle Financial Strategies in Columbus, Indiana, who holds the ChFC credential. Encircle Financial Strategies reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Encircle Financial Strategies
- **Based in:** Columbus, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $139.4M across 726 accounts
- **Credentials:** ChFC
- **CRD:** 2368706 (https://adviserinfo.sec.gov/individual/summary/2368706)
- **SEC registration:** Investment adviser representative in IN, MA, TX
- **Exams passed:** Series 63 (1993)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.encirclefinancialstrategies.com

## Frequently asked questions

### Is Katharine Marvel a fee-only financial advisor?

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

### How does Katharine charge for financial advice?

Katharine's firm, Encircle Financial Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Katharine Marvel based?

Katharine Marvel is based in Columbus, Indiana.

### What credentials does Katharine Marvel hold?

Katharine Marvel holds the ChFC credential.

### Is Katharine Marvel registered with the SEC?

Yes. Katharine Marvel is registered as an investment adviser representative in IN, MA and TX (CRD 2368706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Encircle Financial Strategies manage?

Encircle Financial Strategies reports $139.4M across 726 accounts in assets under management.

### How do I contact Katharine Marvel?

Through Katharine's website, www.encirclefinancialstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2368706): 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.