Katherine Dow
Decisionpoint Financial · Mesa, Arizona
Katherine Dow is a fee-only financial advisor at Decisionpoint Financial in Mesa, Arizona. Decisionpoint Financial reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Katherine →
Facts
| Firm | Decisionpoint Financial |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.22B across 1,853 accounts |
| SEC registration | Investment adviser representative in MT · CRD 4787666 |
| Exams passed | Series 65 (2019) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.dp457b.com |
How Katherine's firm compares
- Decisionpoint Financial's average account is about $661,000, from its Form ADV (assets managed divided by 1,853 accounts).
Request an introduction to Katherine
Tell Katherine a little about what you're looking for. Katherine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Katherine
Is Katherine Dow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Decisionpoint 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, Decisionpoint Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Katherine Dow based?
Katherine Dow is based in Mesa, Arizona.
Is Katherine Dow registered with the SEC?
Yes. Katherine Dow is registered as an investment adviser representative in MT (CRD 4787666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Decisionpoint Financial manage?
Decisionpoint Financial reports $1.22B across 1,853 accounts in assets under management.
How do I contact Katherine Dow?
Through Katherine's website, www.dp457b.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.
See something wrong? Request a correction. Read our methodology.