Kristen Moosmiller is a CFP-designated registered investment advisor at Northavenue LLC, based in Columbus, OH, with 12 years of industry experience. Kristen 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, Insurance Planning, and 4 more. Their firm serves 139 clients with $170M in assets under management.
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Fee Structure
NorthAvenue offers investment management as part of its "Inclusive Engagements," which charge a fixed annual fee for both financial planning and investment management. The fee ranges from $3,600 to $70,000 per year, depending on the scope and complexity of the services. This fee is charged quarterly in advance. Clients do not pay separate fees to Asset Dedication, the independent manager NorthAvenue may use.
Contact
Kristen Moosmiller
Location
4400 N High St, Suite 201, Columbus, OH, 43214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northavenue LLC
Previous Registrations
Partnership Financial, LLC
Pds Planning 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.
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Additional Information
For more than a decade, Kristen Moosmiller has worked closely with hundreds of individuals and families—particularly those approaching or in retirement—providing comprehensive, tailor-made financial plans with a focus on investments and taxes.