What is Applied Advisor?
Applied Advisor, led by Kathy Hentges, CFP®, is a fee-only financial planning firm based in California. The company specializes in comprehensive financial services, including retirement planning, investment selection, tax preparation, and debt reduction strategies. Operating remotely, Applied Advisor focuses on empowering individuals, couples, and small business owners with personalized guidance to foster informed financial decision-making. Since its inception in 2003, the firm has prioritized transparency and client education to enhance overall financial well-being.
How much funding has Applied Advisor raised?
Applied Advisor has raised a total of $14K across 1 funding round:
Debt
$14K
Debt (2021): $14K with participation from PPP
What's next for Applied Advisor?
With its recent capital infusion, Applied Advisor is positioned for continued growth and service enhancement. The company's focus on remote, personalized financial planning aligns with evolving client needs for accessible and transparent advisory services. Future strategic initiatives are likely to center on expanding its client base within California and potentially beyond, leveraging its expertise in retirement planning and investment management to solidify its market presence. The firm's commitment to client education and empowerment will remain a cornerstone of its expansion strategy.
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