# Kristen Buchman

> Kristen Buchman is a fee-only financial advisor at Castlepoint Wealth Advisors in Oklahoma City, Oklahoma, who holds the CFP credential. Kristen focuses on retirement planning and tax planning. Castlepoint Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kristen-buchman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Castlepoint Wealth Advisors
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $751.4M across 1,139 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 7310898 (https://adviserinfo.sec.gov/individual/summary/7310898)
- **SEC registration:** Investment adviser representative in OK
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://castlepointwealth.com

## Frequently asked questions

### Is Kristen Buchman a fee-only financial advisor?

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

### How does Kristen charge for financial advice?

Kristen's firm, Castlepoint Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Kristen charge?

According to Castlepoint Wealth Advisors's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.

### Where is Kristen Buchman based?

Kristen Buchman is based in Oklahoma City, Oklahoma.

### What does Kristen specialize in?

Kristen's specialties include retirement planning and tax planning.

### What credentials does Kristen Buchman hold?

Kristen Buchman holds the CFP credential.

### Is Kristen Buchman registered with the SEC?

Yes. Kristen Buchman is registered as an investment adviser representative in OK (CRD 7310898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Castlepoint Wealth Advisors manage?

Castlepoint Wealth Advisors reports $751.4M across 1,139 accounts in assets under management.

### How do I contact Kristen Buchman?

Through Kristen's website, castlepointwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7310898): 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
- The firm's website (https://castlepointwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.