Katherine Feeney
Summit Place Financial Advisors · Summit, New Jersey
Katherine Feeney is a fee-only financial advisor at Summit Place Financial Advisors in Summit, New Jersey, who holds the CFP and CFA credentials. Summit Place Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Summit Place Financial Advisors |
|---|---|
| Based in | Summit, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $300.4M across 335 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ · CRD 8000486 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.summitplacefinancial.com |
How Katherine's firm compares
- Summit Place Financial Advisors's average account is about $897,000, from its Form ADV (assets managed divided by 335 accounts).
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Questions about Katherine
Is Katherine Feeney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Summit Place Financial Advisors 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, Summit Place Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Katherine Feeney based?
Katherine Feeney is based in Summit, New Jersey.
What credentials does Katherine Feeney hold?
Katherine Feeney holds the CFP and CFA credentials.
Is Katherine Feeney registered with the SEC?
Yes. Katherine Feeney is registered as an investment adviser representative in NJ (CRD 8000486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Summit Place Financial Advisors manage?
Summit Place Financial Advisors reports $300.4M across 335 accounts in assets under management.
How do I contact Katherine Feeney?
Through Katherine's website, www.summitplacefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Summit
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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