Kathryn Barton
Latitude Advisors · Yorkville, Illinois
Kathryn Barton is a fee-only financial advisor at Latitude Advisors in Yorkville, Illinois. Latitude Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Latitude Advisors |
|---|---|
| Based in | Yorkville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $566.5M across 2,575 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4314762 |
| Exams passed | Series 65 (1999) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.latitudefinancial.net |
How Kathryn's firm compares
- Latitude Advisors's average account is about $220,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about Kathryn
Is Kathryn Barton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn holds no broker registration, and Latitude Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathryn charge for financial advice?
Kathryn's firm, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kathryn Barton based?
Kathryn Barton is based in Yorkville, Illinois.
Is Kathryn Barton registered with the SEC?
Yes. Kathryn Barton is registered as an investment adviser representative in FL (CRD 4314762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Latitude Advisors manage?
Latitude Advisors reports $566.5M across 2,575 accounts in assets under management.
How do I contact Kathryn Barton?
Through Kathryn's website, www.latitudefinancial.net.
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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