Alisa Skatrud
Plum Street Advisors · Newton, Massachusetts
Alisa Skatrud is a fee-only financial advisor at Plum Street Advisors in Newton, Massachusetts, who holds the CFA, CFP and MPA credentials.
- $463M
- Firm assets managed
- $751,000
- Firm's average account
- 1993
- First securities exam
How does Alisa's firm compare?
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Plum Street Advisors's average account is about $751,000, from its Form ADV (assets managed divided by 616 accounts).
Questions about Alisa
Is Alisa Skatrud a fee-only financial advisor?
Yes. Alisa Skatrud is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alisa's firm.
How does Alisa Skatrud charge for financial advice?
Alisa's firm, Plum Street Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Alisa Skatrud based?
Alisa Skatrud is based in Newton, Massachusetts.
What credentials does Alisa Skatrud hold?
Alisa Skatrud holds the CFA, CFP and MPA credentials.
Is Alisa Skatrud registered with the SEC?
Yes. Alisa Skatrud is registered as an investment adviser representative in CA, FL, LA, MA and NY (CRD 2163708), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Plum Street Advisors manage?
Plum Street Advisors reports $462.8M across 616 accounts in assets under management.
How do I contact Alisa Skatrud?
Contact details aren't on file yet. Search for Plum Street Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Plum Street Advisors |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $462.8M across 616 accounts |
| Credentials | CFA · CFP · MPA |
| SEC registration | Investment adviser representative in CA, FL, LA, MA, NY · CRD 2163708 |
| Exams passed | Series 63 (1993) |
| Firm size | 8 employees |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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