Krista Kirby
Krista Kirby is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Frisco, CO, with 16 years of industry experience. Krista operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
720 Summit Blvd, Suite B101, Frisco, CO, 80433
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
Krista is affiliated with Western Wealth Management and Affinity Wealth Management Group, and also uses New West Advisors as a marketing name. She also sells fixed insurance and owns a real estate rental business, spending minimal time on each.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Knopinski & Fauver Financial Advisors, INC.
James Kirby Accountancy Corporation
Jefferson Pilot Securities CORP
Lincoln Financial Securities CorporationBroker
State Registrations15 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.