Krystal Fortner is a CFP-designated registered investment advisor at Krystal Fortner, based in Richmond, CA, with 8 years of industry experience. Krystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
Krystal Fortner charges a fixed fee followed by an hourly fee for financial planning. The fixed fee ranges from $5,500 to $10,000, depending on the client's needs and the complexity of the plan. After the plan is delivered, an hourly rate of $350 will commence.
Contact
Krystal Fortner
Location
Richmond, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Krystal is a Crossfit Trainer and Nutrition Coach at Cypher Health and Fitness since July 2023, dedicating about 10-15 hours per week. She is also the owner of Krystal Fortner LCSW, providing individual therapy for about 5-6 hours per week since August 2023.
Employment History
Current Registrations
Krystal Fortner
Previous Registrations
North Berkeley Wealth Management, LLC
Brighton Jones LLC
Grubman Wealth Management
Morgan Stanley
State Registrations1 state
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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