Katherine Christoferson
Mccollum Christoferson Group · Amherst, New York
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.
Request an introduction to Katherine →
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 | $415.8M across 815 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 1133584 |
| Exams passed | Series 63 (1989) · Series 65 (1991) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mccollum-christoferson.com |
How Katherine's firm compares
- Mccollum Christoferson Group's average account is about $510,000, from its Form ADV (assets managed divided by 815 accounts).
Request an introduction to Katherine
Tell Katherine a little about what you're looking for. Katherine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Katherine
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.
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.
See something wrong? Request a correction. Read our methodology.