Katapult Financial Planning LLC

Overview

Katapult Financial Planning LLC is an independent registered investment advisor operating as a limited liability company that serves individuals and families, with a focus on comprehensive financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee schedules — percentage of AUM, hourly fees and fixed fees — allowing flexibility across planning engagements and investment management relationships. Katapult describes itself as an active ESG investor, which suggests integration of environmental, social or governance criteria into security selection or use of ESG-focused funds. Investment activity is equity‑oriented: the firm shows a clear preference for exchange‑traded equities and liquid listed instruments. It manages client assets on a discretionary basis and does not act as a capital allocator to outside alternative fund managers. Strategy posture appears to favor tradable, transparent vehicles (ETFs and mutual funds) rather than private fund commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices