# Katherine Alepa

> Katherine Alepa is a fee-only financial advisor at Ithaka Financial Planning in Holly Springs, North Carolina, who holds the CFP credential. Ithaka Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ithaka Financial Planning
- **Based in:** Holly Springs, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $92.2M across 231 accounts
- **Credentials:** CFP
- **CRD:** 4115789 (https://adviserinfo.sec.gov/individual/summary/4115789)
- **SEC registration:** Investment adviser representative in DC, MA, MD, TX, VA
- **Exams passed:** Series 65 (2002)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://ithakafinancialplanning.com

## Frequently asked questions

### Is Katherine Alepa a fee-only financial advisor?

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

### How does Katherine charge for financial advice?

Katherine's firm, Ithaka Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katherine Alepa based?

Katherine Alepa is based in Holly Springs, North Carolina.

### What credentials does Katherine Alepa hold?

Katherine Alepa holds the CFP credential.

### Is Katherine Alepa registered with the SEC?

Yes. Katherine Alepa is registered as an investment adviser representative in DC, MA, MD, TX and VA (CRD 4115789), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ithaka Financial Planning manage?

Ithaka Financial Planning reports $92.2M across 231 accounts in assets under management.

### How do I contact Katherine Alepa?

Through Katherine's website, ithakafinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4115789): 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.