Katherine Derisson
Fyvie Financial · Omaha, Nebraska
Katherine Derisson is a fee-only financial advisor at Fyvie Financial in Omaha, Nebraska. Katherine focuses on international & expat planning and small business owners. Fyvie Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Fyvie Financial |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $15.9M across 141 accounts |
| SEC registration | Investment adviser representative in NE · CRD 6862751 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fyviefinancial.com |
| Profile |
How Katherine's firm compares
- Fyvie Financial's average account is about $112,000, from its Form ADV (assets managed divided by 141 accounts).
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Questions about Katherine
Is Katherine Derisson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Fyvie Financial 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, Fyvie Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Katherine charge?
According to Fyvie Financial's website, checked October 30, 2026: no asset minimum.
Where is Katherine Derisson based?
Katherine Derisson is based in Omaha, Nebraska.
What does Katherine specialize in?
Katherine's specialties include international & expat planning and small business owners.
Is Katherine Derisson registered with the SEC?
Yes. Katherine Derisson is registered as an investment adviser representative in NE (CRD 6862751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fyvie Financial manage?
Fyvie Financial reports $15.9M across 141 accounts in assets under management.
How do I contact Katherine Derisson?
Through Katherine's website, www.fyviefinancial.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
- Fyvie Financial 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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