Kristen Buchman is a CFP-designated registered investment advisor at Castlepoint Wealth Advisors, based in Oklahoma City, OK, with 5 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 283 clients with $750M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. Some legacy clients may be under a different fee schedule.
Fee Estimator
Contact
Kristen Buchman
Location
7308 N. Classen Blvd., Oklahoma City, OK, 73116
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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 →Employment History
Current Registrations
Castlepoint Wealth Advisors
Previous Registrations
Venturi Private Wealth
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.
Exams
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