# Krista Wallace

> Krista Wallace is a fee-only financial advisor at Soundview Advisors in Olympia, Washington, who holds the CFP credential. Soundview Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Soundview Advisors
- **Based in:** Olympia, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $387.2M across 842 accounts
- **Credentials:** CFP
- **CRD:** 7308768 (https://adviserinfo.sec.gov/individual/summary/7308768)
- **SEC registration:** Investment adviser representative in WA
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.soundviewadvisors.com

## Frequently asked questions

### Is Krista Wallace a fee-only financial advisor?

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

### How does Krista charge for financial advice?

Krista's firm, Soundview Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Krista Wallace based?

Krista Wallace is based in Olympia, Washington.

### What credentials does Krista Wallace hold?

Krista Wallace holds the CFP credential.

### Is Krista Wallace registered with the SEC?

Yes. Krista Wallace is registered as an investment adviser representative in WA (CRD 7308768), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Soundview Advisors manage?

Soundview Advisors reports $387.2M across 842 accounts in assets under management.

### How do I contact Krista Wallace?

Through Krista's website, www.soundviewadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7308768): 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.