Katherine Malone
Malone Financial Planning · Mckinney, Texas
Katherine Malone is a fee-only financial advisor at Malone Financial Planning in Mckinney, Texas. Katherine focuses on divorce financial planning, retirement planning and small business owners. Malone Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
- Pre-retirees
Facts
| Firm | Malone Financial Planning |
|---|---|
| Based in | Mckinney, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $2M across 10 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7494707 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.malonefp.com |
| Profile |
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Questions about Katherine
Is Katherine Malone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Malone Financial Planning 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, Malone Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Katherine work with clients virtually?
Yes. Malone Financial Planning says on its website that it works with clients remotely.
Where is Katherine Malone based?
Katherine Malone is based in Mckinney, Texas.
What does Katherine specialize in?
Katherine's specialties include divorce financial planning, retirement planning and small business owners. Katherine works with mid-life transitions, divorced individuals and pre-retirees.
Is Katherine Malone registered with the SEC?
Yes. Katherine Malone is registered as an investment adviser representative in TX (CRD 7494707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Malone Financial Planning manage?
Malone Financial Planning reports $2M across 10 accounts in assets under management.
How do I contact Katherine Malone?
Through Katherine's website, www.malonefp.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
- Malone Financial Planning 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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