Kirsten Ashbaugh is a CFP-designated registered investment advisor at Manuka Financial, based in Richmond, VA, with 5 years of industry experience. Kirsten 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 2 more. Their firm serves 56 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Manuka Financial includes investment management services as part of their ongoing comprehensive financial planning fee. There is no additional investment management fee charged.
Location
Richmond, VA
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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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Kirsten is associated with Ashbaugh Advisory Services LLC, a home-based business entity for tax/investment purposes only, since March 2023. This activity requires minimal time.
Employment History
Current Registrations
Manuka Financial
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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.