Katherine Kincaid
Waller Financial Planning Group · Columbus, Ohio
Katherine Kincaid is a fee-only financial advisor at Waller Financial Planning Group in Columbus, Ohio, who holds the CFP credential. Katherine focuses on tax planning and estate & legacy planning. Waller Financial Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Waller Financial Planning Group |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $747.8M across 2,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4533668 |
| Exams passed | Series 63 (2011) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.waller.com |
How Katherine's firm compares
- Waller Financial Planning Group's average account is about $359,000, from its Form ADV (assets managed divided by 2,081 accounts).
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Questions about Katherine
Is Katherine Kincaid a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Waller Financial Planning Group 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, Waller Financial Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Katherine Kincaid based?
Katherine Kincaid is based in Columbus, Ohio.
What does Katherine specialize in?
Katherine's specialties include tax planning and estate & legacy planning.
What credentials does Katherine Kincaid hold?
Katherine Kincaid holds the CFP credential.
Is Katherine Kincaid registered with the SEC?
Yes. Katherine Kincaid is registered as an investment adviser representative in OH and TX (CRD 4533668), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waller Financial Planning Group manage?
Waller Financial Planning Group reports $747.8M across 2,081 accounts in assets under management.
How do I contact Katherine Kincaid?
Through Katherine's website, www.waller.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
- Waller Financial Planning Group 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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