Kathryn Putek
1 North Wealth Services · Annapolis, Maryland
Kathryn Putek is a fee-only financial advisor at 1 North Wealth Services in Annapolis, Maryland. Kathryn charges hourly fees and an ongoing planning fee (a $500,000 asset minimum) and focuses on retirement planning, pension planning and divorce financial planning.
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Specialties
Facts
| Firm | 1 North Wealth Services |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model | Hourly · Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $320.4M across 662 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6142576 |
| Exams passed | Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.1northwealthservices.com |
How Kathryn's firm compares
- 1 North Wealth Services's average account is about $484,000, from its Form ADV (assets managed divided by 662 accounts).
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Questions about Kathryn
Is Kathryn Putek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn holds no broker registration, and 1 North Wealth Services 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 charges hourly fees and an ongoing planning fee.
How much does Kathryn charge?
According to 1 North Wealth Services's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Kathryn Putek based?
Kathryn Putek is based in Annapolis, Maryland.
What does Kathryn specialize in?
Kathryn's specialties include retirement planning, pension planning and divorce financial planning.
Is Kathryn Putek registered with the SEC?
Yes. Kathryn Putek is registered as an investment adviser representative in MD (CRD 6142576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1 North Wealth Services manage?
1 North Wealth Services reports $320.4M across 662 accounts in assets under management.
How do I contact Kathryn Putek?
Through Kathryn's website, www.1northwealthservices.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
- 1 North Wealth Services 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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