Kathleen Smith
Washington Trust Advisors · New Haven, Connecticut
Kathleen Smith is a fee-only financial advisor at Washington Trust Advisors in New Haven, Connecticut, who holds the CFP credential. Washington Trust Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Washington Trust Advisors |
|---|---|
| Based in | New Haven, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, TX · CRD 1146936 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How Kathleen's firm compares
- Washington Trust Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,779 accounts).
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Questions about Kathleen
Is Kathleen Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Washington Trust Advisors 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, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Smith based?
Kathleen Smith is based in New Haven, Connecticut.
What credentials does Kathleen Smith hold?
Kathleen Smith holds the CFP credential.
Is Kathleen Smith registered with the SEC?
Yes. Kathleen Smith is registered as an investment adviser representative in CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI and TX (CRD 1146936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Washington Trust Advisors manage?
Washington Trust Advisors reports $2.39B across 1,779 accounts in assets under management.
How do I contact Kathleen Smith?
Through Kathleen's website, www.washtrustwealth.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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