# Katherine Jacobs

> Katherine Jacobs is a fee-only financial advisor at Pathfinder Financial Services in Kailua, Hawaii. Pathfinder Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katherine-jacobs/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pathfinder Financial Services
- **Based in:** Kailua, Hawaii
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $89.7M across 136 accounts
- **CRD:** 7553358 (https://adviserinfo.sec.gov/individual/summary/7553358)
- **SEC registration:** Investment adviser representative in HI
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.pathfinderfs.com

## Frequently asked questions

### Is Katherine Jacobs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Pathfinder Financial Services 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, Pathfinder Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Katherine work with clients virtually?

Yes. Pathfinder Financial Services says on its website that it works with clients remotely.

### Where is Katherine Jacobs based?

Katherine Jacobs is based in Kailua, Hawaii.

### Is Katherine Jacobs registered with the SEC?

Yes. Katherine Jacobs is registered as an investment adviser representative in HI (CRD 7553358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pathfinder Financial Services manage?

Pathfinder Financial Services reports $89.7M across 136 accounts in assets under management.

### How do I contact Katherine Jacobs?

Through Katherine's website, www.pathfinderfs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7553358): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pathfinderfs.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.