Kailie Abascal
Middleton & Company · Vancouver, Washington
Kailie Abascal is a fee-only financial advisor at Middleton & Company in Vancouver, Washington, who holds the CFP credential. Kailie charges a percentage of assets and a one-time planning fee (one-time plans from $7,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Middleton & Company |
|---|---|
| Based in | Vancouver, Washington |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $7,500 · 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $131.3M across 388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 6758430 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | middletonand.co |
| Profile |
How Kailie's firm compares
- A one-time plan starts at $7,500, above the Washington median of $3,000 for fee-only firms that publish prices.
- Middleton & Company's average account is about $338,000, from its Form ADV (assets managed divided by 388 accounts).
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Questions about Kailie
Is Kailie Abascal a fee-only financial advisor?
Yes. Kailie Abascal is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kailie's firm.
How does Kailie charge for financial advice?
Kailie charges a percentage of assets and a one-time planning fee.
How much does Kailie charge?
According to Middleton & Company's website, checked October 28, 2026: one-time plans from $7,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Kailie Abascal based?
Kailie Abascal is based in Vancouver, Washington.
What does Kailie specialize in?
Kailie's specialties include retirement planning and tax planning. Kailie works with mid-life transitions.
What credentials does Kailie Abascal hold?
Kailie Abascal holds the CFP credential.
Is Kailie Abascal registered with the SEC?
Yes. Kailie Abascal is registered as an investment adviser representative in OR, TX and WA (CRD 6758430), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Middleton & Company manage?
Middleton & Company reports $131.3M across 388 accounts in assets under management.
How do I contact Kailie Abascal?
Through Kailie's website, middletonand.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Middleton & Company website : specialties, clients served, and fees, checked October 28, 2026
- 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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