Katharine Marvel
Encircle Financial Strategies · Columbus, Indiana
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.
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Facts
| Firm | Encircle Financial Strategies |
|---|---|
| Based in | Columbus, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $139.4M across 726 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IN, MA, TX · CRD 2368706 |
| Exams passed | Series 63 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.encirclefinancialstrategies.com |
How Katharine's firm compares
- Encircle Financial Strategies's average account is about $192,000, from its Form ADV (assets managed divided by 726 accounts).
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Questions about Katharine
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.
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
- 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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