Kristy Maples is a registered investment advisor at Northwest Investment Advisors, INC, based in Carlton, WA, with 15 years of industry experience. Kristy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 95 clients with $35M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable.
Fee Estimator
Location
Carlton, WA
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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 →Other Business Activities
Kristy works as a sales assistant at Lodestone Wealth Management LLC, providing investment advisory services. This is a nearly full-time commitment, involving books and records and general office duties.
Employment History
Current Registrations
Northwest Investment Advisors, INC.Broker
Lodestone Wealth Management LLC
Previous Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
Alliant Securities, INC. Turner, Nord, KienbaumBroker
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.