Kristina Runzer is a CFP-designated registered investment advisor at Onroute Financial, based in Haddonfield, NJ, with 13 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16 clients with $4M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
The fee includes the outside manager's fee, and total fees charged by both parties will not exceed 3% of assets under management. All accounts in a household are aggregated when determining the fee tier. The annual fees are negotiable.
Fee Estimator
Location
Haddonfield, NJ
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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.
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Kristina works as a paraplanner for Your Planning Partner, LLC, a financial planning firm, since January 2024. She spends a few hours per week prepping meeting agendas, taking notes, and entering data.
Employment History
Current Registrations
Onroute Financial
Previous Registrations
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
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.