Kathleen Burke
Equita Financial Network · Fort Washington, Pennsylvania
Kathleen Burke is a fee-only financial advisor at Equita Financial Network in Fort Washington, Pennsylvania, who holds the CFP credential. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Equita Financial Network |
|---|---|
| Based in | Fort Washington, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $391.0M across 1,321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5134624 |
| Exams passed | Series 63 (2006) · Series 66 (2011) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.equitafn.com |
How Kathleen's firm compares
- Equita Financial Network's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Kathleen
Is Kathleen Burke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Equita Financial Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Equita Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathleen Burke based?
Kathleen Burke is based in Fort Washington, Pennsylvania.
What credentials does Kathleen Burke hold?
Kathleen Burke holds the CFP credential.
Is Kathleen Burke registered with the SEC?
Yes. Kathleen Burke is registered as an investment adviser representative in PA (CRD 5134624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equita Financial Network manage?
Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.
How do I contact Kathleen Burke?
Through Kathleen's website, www.equitafn.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
- 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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