# Katrina Soelter

> Katrina Soelter is a fee-only financial advisor at Avise Financial in Los Angeles, California, who holds the CFP credential. Avise Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Avise Financial
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $169.4M across 505 accounts
- **Credentials:** CFP
- **CRD:** 6243614 (https://adviserinfo.sec.gov/individual/summary/6243614)
- **SEC registration:** Investment adviser representative in CA, NY, OR, TX, WA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.equalisfinancial.com/

## Frequently asked questions

### Is Katrina Soelter a fee-only financial advisor?

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

### How does Katrina charge for financial advice?

Katrina's firm, Avise Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katrina Soelter based?

Katrina Soelter is based in Los Angeles, California.

### What credentials does Katrina Soelter hold?

Katrina Soelter holds the CFP credential.

### Is Katrina Soelter registered with the SEC?

Yes. Katrina Soelter is registered as an investment adviser representative in CA, NY, OR, TX and WA (CRD 6243614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avise Financial manage?

Avise Financial reports $169.4M across 505 accounts in assets under management.

### How do I contact Katrina Soelter?

Through Katrina's website, www.equalisfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6243614): 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.