Kristin Rasmussen is a CFP-designated registered investment advisor at Kmr Wealth Advisory, LLC, based in San Luis Obispo, CA, with 25 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 82 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are for manager selection and are negotiable. This fee is in addition to the fee paid to the third-party advisor.
Fee Estimator
Location
1042 Pacific Street Suite C, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kmr Wealth Advisory, LLC
Previous Registrations
Securities America Advisors, INC.
Eplanning Advisors INC
Financial West Investment Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.