Kathleen Kenealy
Katapult Financial Planning LLC · Woburn, Massachusetts
Kathleen Kenealy is a fee-only financial advisor at Katapult Financial Planning LLC in Woburn, Massachusetts, who holds the CFP and CPWA credentials. Katapult Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Katapult Financial Planning LLC |
|---|---|
| Based in | Woburn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.5M across 138 accounts |
| Credentials | CFP · CPWA |
| SEC registration | Investment adviser representative in CA, MA · CRD 5989012 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | katapultfp.com |
| Profile |
How Kathleen's firm compares
- Katapult Financial Planning LLC's average account is about $366,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Kathleen
Is Kathleen Kenealy a fee-only financial advisor?
Yes. Kathleen Kenealy is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kathleen's firm.
How does Kathleen charge for financial advice?
Kathleen's firm, Katapult Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathleen Kenealy based?
Kathleen Kenealy is based in Woburn, Massachusetts.
What credentials does Kathleen Kenealy hold?
Kathleen Kenealy holds the CFP and CPWA credentials.
Is Kathleen Kenealy registered with the SEC?
Yes. Kathleen Kenealy is registered as an investment adviser representative in CA and MA (CRD 5989012), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Katapult Financial Planning LLC manage?
Katapult Financial Planning LLC reports $50.5M across 138 accounts in assets under management.
How do I contact Kathleen Kenealy?
Through Kathleen's website, katapultfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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