Katharine Newell
Painted Porch Advisors · Santa Barbara, California
Katharine Newell is a fee-only financial advisor at Painted Porch Advisors in Santa Barbara, California, who holds the CFP credential. Painted Porch Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Painted Porch Advisors |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $571.9M across 806 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6953300 |
| Exams passed | Series 66 (2024) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.paintedporchadvisors.com |
How Katharine's firm compares
- Painted Porch Advisors's average account is about $710,000, from its Form ADV (assets managed divided by 806 accounts).
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Questions about Katharine
Is Katharine Newell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katharine holds no broker registration, and Painted Porch Advisors 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, Painted Porch Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Katharine Newell based?
Katharine Newell is based in Santa Barbara, California.
What credentials does Katharine Newell hold?
Katharine Newell holds the CFP credential.
Is Katharine Newell registered with the SEC?
Yes. Katharine Newell is registered as an investment adviser representative in CA (CRD 6953300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Painted Porch Advisors manage?
Painted Porch Advisors reports $571.9M across 806 accounts in assets under management.
How do I contact Katharine Newell?
Through Katharine's website, www.paintedporchadvisors.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
- Painted Porch Advisors 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.
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