Kristen Coombs
Kristen Coombs is a CFP-designated registered investment advisor at Invested Advisors, based in State College, PA, with 22 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 283 clients with $270M 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 $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and may deviate from the tiered fee schedule. InVested does charge an additional advisory fee ranging from 0.05% to 0.25% for providing tax analysis and planning. American Funds F2 Shares are charged 0.50%.
Fee Estimator
Location
366 Walker Drive, Suite 370, State College, PA, 16801
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kristen oversees an investment trust account and manages rental properties. She also sells and services non-variable insurance and fixed annuities through Kristen E. Coombs, LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Invested Advisors
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Pfg Financial Advisors
Walnut Street Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Walnut Street Securities, INC.Broker
1717 Capital Management CompanyBroker
State Registrations4 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.