Kaitlin Krozel
Krozel Capital · Scottsdale, Arizona
Kaitlin Krozel is a fee-only financial advisor at Krozel Capital in Scottsdale, Arizona. Kaitlin focuses on cross-border (US / Canada), tax planning and small business owners. Krozel Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Newcomers (immigration)
- Founders
Facts
| Firm | Krozel Capital |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Languages | Spanish |
| Accepting new clients | Yes |
| Assets under management | $9.5M across 85 accounts |
| SEC registration | Investment adviser representative in AZ, CA · CRD 5994466 |
| Exams passed | Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.krozelcapital.com |
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Questions about Kaitlin
Is Kaitlin Krozel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaitlin holds no broker registration, and Krozel Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaitlin charge for financial advice?
Kaitlin's firm, Krozel Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Kaitlin work with clients virtually?
Yes. Krozel Capital says on its website that it works with clients remotely.
What languages does Kaitlin work in?
Besides English, Krozel Capital offers service in Spanish, according to its website.
Where is Kaitlin Krozel based?
Kaitlin Krozel is based in Scottsdale, Arizona.
What does Kaitlin specialize in?
Kaitlin's specialties include cross-border (US / Canada), tax planning and small business owners. Kaitlin works with cross-border families, newcomers (immigration) and founders.
Is Kaitlin Krozel registered with the SEC?
Yes. Kaitlin Krozel is registered as an investment adviser representative in AZ and CA (CRD 5994466), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Krozel Capital manage?
Krozel Capital reports $9.5M across 85 accounts in assets under management.
How do I contact Kaitlin Krozel?
Through Kaitlin's website, www.krozelcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Krozel Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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