Kiersten Peshek
Citrine Capital · Columbus, Georgia
Kiersten Peshek is a fee-only financial advisor at Citrine Capital in Columbus, Georgia, who holds the CFP credential. Kiersten charges an ongoing planning fee (ongoing planning from $30,000 a year) and focuses on equity compensation, crypto & digital assets and tax planning.
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Specialties
Who they serve
- Founders
- Tech employees
- Executives
- High earners
Facts
| Firm | Citrine Capital |
|---|---|
| Based in | Columbus, Georgia |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $30,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $346.7M across 640 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, GA · CRD 7390853 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | citrinecapitaladvisors.com |
| Profile |
How Kiersten's firm compares
- Ongoing planning starts at $30,000 a year, above the Georgia median of $5,000 for fee-only firms that publish prices.
- Citrine Capital's average account is about $542,000, from its Form ADV (assets managed divided by 640 accounts).
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Questions about Kiersten
Is Kiersten Peshek a fee-only financial advisor?
Yes. Kiersten Peshek is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kiersten's firm.
How does Kiersten charge for financial advice?
Kiersten charges an ongoing planning fee.
How much does Kiersten charge?
According to Citrine Capital's website, checked October 28, 2026: ongoing planning from $30,000 a year.
Does Kiersten work with clients virtually?
Yes. Citrine Capital says on its website that it works with clients remotely.
Where is Kiersten Peshek based?
Kiersten Peshek is based in Columbus, Georgia.
What does Kiersten specialize in?
Kiersten's specialties include equity compensation, crypto & digital assets, tax planning, founders (pre-exit), sustainable & impact investing and estate & legacy planning. Kiersten works with founders, tech employees, executives and high earners.
What credentials does Kiersten Peshek hold?
Kiersten Peshek holds the CFP credential.
Is Kiersten Peshek registered with the SEC?
Yes. Kiersten Peshek is registered as an investment adviser representative in CA and GA (CRD 7390853), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Citrine Capital manage?
Citrine Capital reports $346.7M across 640 accounts in assets under management.
How do I contact Kiersten Peshek?
Through Kiersten's website, citrinecapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Citrine Capital website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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