Kathryn Hauer

Kathryn Hauer

CFP®, MBA, EA

Kathryn is a Financial Counselor who helps clients build, manage, and preserve wealth, manage investments and save for retirement.

  • About Kathryn
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Founder at Wilson David Investment Advisors
Address
227 Gateway Drive
AIKEN SC, 29803
Phone
(803) 507-6300
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About Kathryn

Kathy helps you plan & manage your money while teaching you about financial matters and financial safety.

I fix things. My specialties are financial planning, financial literacy education, taxes, and investment advice, but over my 30-year career, I've been able to help people fix problems with money, construction projects, meetings, sentence construction, culinary disasters, and academic difficulties. I wish I were like Samantha of the TV show Bewitched and could just twitch my nose to repair everyone's problems. Unfortunately, no magic erupts when I wiggle my nose. I help clients using my knowledge, experience, and h...

Education

  • MBA, Finance and Accounting, University of South Carolina
  • MA, English, College of William and Mary
  • BA, English and German, College of William and Mary

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Business Owners
LGBT Families/Individuals
Women

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

By choosing to work with this Advisor, you acknowledge that neither Wilson David Investment Advisors nor this Advisor makes any representations or promises that the services you receive are appropriate for you and your business or guarantees any specific outcome or resu...