# Katelynn Toth

> Katelynn Toth is a fee-only financial advisor at Avier Wealth Advisors in Eagle River, Alaska, who holds the CFP credential. Avier Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/katelynn-toth/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Avier Wealth Advisors
- **Based in:** Eagle River, Alaska
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.19B across 2,608 accounts
- **Credentials:** CFP
- **CRD:** 7546017 (https://adviserinfo.sec.gov/individual/summary/7546017)
- **SEC registration:** Investment adviser representative in AK
- **Exams passed:** Series 65 (2022)
- **Firm size:** 20 employees
- **Disclosures:** None reported
- **Website:** https://avieradvisors.com/

## Frequently asked questions

### Is Katelynn Toth a fee-only financial advisor?

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

### How does Katelynn charge for financial advice?

Katelynn's firm, Avier Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Katelynn Toth based?

Katelynn Toth is based in Eagle River, Alaska.

### What credentials does Katelynn Toth hold?

Katelynn Toth holds the CFP credential.

### Is Katelynn Toth registered with the SEC?

Yes. Katelynn Toth is registered as an investment adviser representative in AK (CRD 7546017), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avier Wealth Advisors manage?

Avier Wealth Advisors reports $1.19B across 2,608 accounts in assets under management.

### How do I contact Katelynn Toth?

Through Katelynn's website, avieradvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7546017): 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

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