Katherine Jacobs
Pathfinder Financial Services · Kailua, Hawaii
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.
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Facts
| Firm | Pathfinder Financial Services |
|---|---|
| Based in | Kailua, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $89.7M across 136 accounts |
| SEC registration | Investment adviser representative in HI · CRD 7553358 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pathfinderfs.com |
How Katherine's firm compares
- Pathfinder Financial Services's average account is about $660,000, from its Form ADV (assets managed divided by 136 accounts).
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Questions about Katherine
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.
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
- Pathfinder Financial Services 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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