# Katherine Christoferson

> Katherine Christoferson is a fee-only financial advisor at Mccollum Christoferson Group in Amherst, New York. Mccollum Christoferson Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Mccollum Christoferson Group
- **Based in:** Amherst, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $415.8M across 815 accounts
- **CRD:** 1133584 (https://adviserinfo.sec.gov/individual/summary/1133584)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1989), Series 65 (1991)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.mccollum-christoferson.com/

## Frequently asked questions

### Is Katherine Christoferson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Mccollum Christoferson Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katherine charge for financial advice?

Katherine's firm, Mccollum Christoferson Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katherine Christoferson based?

Katherine Christoferson is based in Amherst, New York.

### Is Katherine Christoferson registered with the SEC?

Yes. Katherine Christoferson is registered as an investment adviser representative in NY and TX (CRD 1133584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mccollum Christoferson Group manage?

Mccollum Christoferson Group reports $415.8M across 815 accounts in assets under management.

### How do I contact Katherine Christoferson?

Through Katherine's website, www.mccollum-christoferson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1133584): 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.