Karen L. Brelsford, CFP^®

EA, AIF, CRPS

Financial advisor

Karen Brelsford

9520 Berger Rd, Ste 310
Columbia, MD 20146

(410) 884-0368

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

I believe in transparency -- you should know how I am earning my money. Thus, I prefer to work on a fee-only basis but will use what works best for you.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Karen Brelsford is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Karen Brelsford in Columbia, MD and the surrounding communities.

Financial Advisor Overview

I offer a full menu of financial planning and investment services. We are large enough to provide the service you need and small enough to know you.

Financial Advisor Experience

I am a Certified Financial Planner as well as an Accredited Investment Fiduciary, an Enrolled Agent (a tax specialist licensed directly by the US Department of the Treasury), and a Certified Retirement Plan Specialist. I have been practicing since 2003.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Enrolled Agent (EA),

Insurance Licenses

Life insurance: MD
Fixed annuities: MD
Variable annuities: MD

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Limited Partnerships, Mutual Funds, Insurance, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

I believe in transparency -- you should know how I am earning my money. Thus, I prefer to work on a fee-only basis but will use what works best for you.