Katherine Fonville
Covenant Wealth Advisors · Richmond, Virginia
Katherine Fonville is a fee-only financial advisor at Covenant Wealth Advisors in Richmond, Virginia. Katherine charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Covenant Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $909.6M across 1,890 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4802005 |
| Exams passed | Series 63 (2004) · Series 66 (2005) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.covenantwealthadvisors.com |
| Profile |
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Questions about Katherine
Is Katherine Fonville a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Covenant Wealth 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 charges a percentage of assets.
How much does Katherine charge?
According to Covenant Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Katherine work with clients virtually?
Yes. Covenant Wealth Advisors says on its website that it works with clients remotely.
Where is Katherine Fonville based?
Katherine Fonville is based in Richmond, Virginia.
What does Katherine specialize in?
Katherine's specialties include retirement planning, tax planning and estate & legacy planning. Katherine works with retirees and pre-retirees.
Is Katherine Fonville registered with the SEC?
Yes. Katherine Fonville is registered as an investment adviser representative in TX and VA (CRD 4802005), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covenant Wealth Advisors manage?
Covenant Wealth Advisors reports $909.6M across 1,890 accounts in assets under management.
How do I contact Katherine Fonville?
Through Katherine's website, www.covenantwealthadvisors.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
- Covenant Wealth Advisors 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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