# Karen Natkin

> Karen Natkin is a fee-only financial advisor at Moonstone Asset Management in Northbrook, Illinois. Karen focuses on estate & legacy planning and family wealth transfer. Moonstone Asset Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Moonstone Asset Management
- **Based in:** Northbrook, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $75M across 68 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5189056 (https://adviserinfo.sec.gov/individual/summary/5189056)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (2006), Series 65 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.moonstoneasset.com

## Frequently asked questions

### Is Karen Natkin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and Moonstone Asset Management 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, Moonstone Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Karen Natkin based?

Karen Natkin is based in Northbrook, Illinois.

### What does Karen specialize in?

Karen's specialties include estate & legacy planning and family wealth transfer. Karen works with multi-generational families.

### Is Karen Natkin registered with the SEC?

Yes. Karen Natkin is registered as an investment adviser representative in IL (CRD 5189056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Moonstone Asset Management manage?

Moonstone Asset Management reports $75M across 68 accounts in assets under management.

### How do I contact Karen Natkin?

Through Karen's website, www.moonstoneasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5189056): 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://www.moonstoneasset.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.