Kathy Weese
Nora Wealth · Atlanta, Georgia
Kathy Weese is a fee-only financial advisor at Nora Wealth in Atlanta, Georgia, who holds the CFP credential. Kathy charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Kathy →
Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Nora Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $83.7M across 177 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 5240260 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.norawealth.com |
| Profile |
Request an introduction to Kathy
Tell Kathy a little about what you're looking for. Kathy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kathy
Is Kathy Weese a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathy holds no broker registration, and Nora Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathy charge for financial advice?
Kathy charges a percentage of assets and a one-time planning fee.
How much does Kathy charge?
According to Nora Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Kathy Weese based?
Kathy Weese is based in Atlanta, Georgia.
What does Kathy specialize in?
Kathy's specialties include retirement planning, tax planning and estate & legacy planning. Kathy works with executives and founders.
What credentials does Kathy Weese hold?
Kathy Weese holds the CFP credential.
Is Kathy Weese registered with the SEC?
Yes. Kathy Weese is registered as an investment adviser representative in GA and TX (CRD 5240260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nora Wealth manage?
Nora Wealth reports $83.7M across 177 accounts in assets under management.
How do I contact Kathy Weese?
Through Kathy's website, www.norawealth.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
- Nora Wealth 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.
See something wrong? Request a correction. Read our methodology.