Karen Medford
Fleming Financial Advising · Walnut Creek, California
Karen Medford is a fee-only financial advisor at Fleming Financial Advising in Walnut Creek, California, who holds the CFP credential. Fleming Financial Advising reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fleming Financial Advising |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $65.7M across 144 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6891034 |
| Exams passed | Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Karen's firm compares
- Fleming Financial Advising's average account is about $456,000, from its Form ADV (assets managed divided by 144 accounts).
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Questions about Karen
Is Karen Medford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Fleming Financial Advising reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, Fleming Financial Advising, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karen Medford based?
Karen Medford is based in Walnut Creek, California.
What credentials does Karen Medford hold?
Karen Medford holds the CFP credential.
Is Karen Medford registered with the SEC?
Yes. Karen Medford is registered as an investment adviser representative in CA (CRD 6891034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fleming Financial Advising manage?
Fleming Financial Advising reports $65.7M across 144 accounts in assets under management.
How do I contact Karen Medford?
Contact details aren't on file yet. Search for Fleming Financial Advising.
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
- 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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