Katelynn Toth
Avier Wealth Advisors · Eagle River, Alaska
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.
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Facts
| Firm | Avier Wealth Advisors |
|---|---|
| Based in | Eagle River, Alaska |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.19B across 2,608 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AK · CRD 7546017 |
| Exams passed | Series 65 (2022) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | avieradvisors.com |
How Katelynn's firm compares
- Avier Wealth Advisors's average account is about $455,000, from its Form ADV (assets managed divided by 2,608 accounts).
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Questions about Katelynn
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.
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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