Katherine Alepa
Ithaka Financial Planning · Holly Springs, North Carolina
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.
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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 | $92.2M across 231 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MA, MD, TX, VA · CRD 4115789 |
| Exams passed | Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | ithakafinancialplanning.com |
How Katherine's firm compares
- Ithaka Financial Planning's average account is about $399,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Katherine
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.
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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