Katrina Welker
Rooted Planning Group · Corning, New York
Katrina Welker is a fee-only financial advisor at Rooted Planning Group in Corning, New York, who holds the CFP credential. Rooted Planning Group reports charging fixed fees on its Form ADV.
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Facts
| Firm | Rooted Planning Group |
|---|---|
| Based in | Corning, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $157.0M across 776 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5002125 |
| Exams passed | Series 63 (2005) · Series 65 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.rootedpg.com |
How Katrina's firm compares
- Rooted Planning Group's average account is about $202,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about Katrina
Is Katrina Welker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katrina holds no broker registration, and Rooted Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katrina charge for financial advice?
Katrina's firm, Rooted Planning Group, reports charging fixed fees on its SEC Form ADV.
Where is Katrina Welker based?
Katrina Welker is based in Corning, New York.
What credentials does Katrina Welker hold?
Katrina Welker holds the CFP credential.
Is Katrina Welker registered with the SEC?
Yes. Katrina Welker is registered as an investment adviser representative in NY (CRD 5002125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rooted Planning Group manage?
Rooted Planning Group reports $157.0M across 776 accounts in assets under management.
How do I contact Katrina Welker?
Through Katrina's website, www.rootedpg.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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