Kristen Kunz
Financial Concepts · Columbus, Mississippi
Kristen Kunz is a fee-only financial advisor at Financial Concepts in Columbus, Mississippi. Financial Concepts reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Financial Concepts |
|---|---|
| Based in | Columbus, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.09B across 5,235 accounts |
| SEC registration | Investment adviser representative in MS, TX · CRD 7641872 |
| Exams passed | Series 65 (2024) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.fincon.net |
How Kristen's firm compares
- Financial Concepts's average account is about $208,000, from its Form ADV (assets managed divided by 5,235 accounts).
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Questions about Kristen
Is Kristen Kunz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristen holds no broker registration, and Financial Concepts 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, Financial Concepts, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kristen Kunz based?
Kristen Kunz is based in Columbus, Mississippi.
Is Kristen Kunz registered with the SEC?
Yes. Kristen Kunz is registered as an investment adviser representative in MS and TX (CRD 7641872), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Concepts manage?
Financial Concepts reports $1.09B across 5,235 accounts in assets under management.
How do I contact Kristen Kunz?
Through Kristen's website, www.fincon.net.
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.
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