# Christina White

> Christina White is a fee-only financial advisor at Kilter Group in Columbia, Maryland, who holds the CFP credential. Christina focuses on small business owners, founders (pre-exit) and tax planning. Kilter Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christina-white/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kilter Group
- **Based in:** Columbia, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $277.4M across 1,085 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Founders (pre-exit), Tax planning, Estate & legacy planning
- **Works with:** Founders, High earners, Physicians, Tech employees, Multi-generational families
- **CRD:** 5678485 (https://adviserinfo.sec.gov/individual/summary/5678485)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (2009)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://kiltergroup.com/

## Frequently asked questions

### Is Christina White a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christina holds no broker registration, and Kilter Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christina charge for financial advice?

Christina's firm, Kilter Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Christina White based?

Christina White is based in Columbia, Maryland.

### What does Christina specialize in?

Christina's specialties include small business owners, founders (pre-exit), tax planning and estate & legacy planning. Christina works with founders, high earners, physicians, tech employees and multi-generational families.

### What credentials does Christina White hold?

Christina White holds the CFP credential.

### Is Christina White registered with the SEC?

Yes. Christina White is registered as an investment adviser representative in MD (CRD 5678485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kilter Group manage?

Kilter Group reports $277.4M across 1,085 accounts in assets under management.

### How do I contact Christina White?

Through Christina's website, kiltergroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5678485): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kiltergroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.