# Kristen Leclair

> Kristen Leclair is a fee-only financial advisor at 994 Group in Austin, Texas, who holds the CFP credential. 994 Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** 994 Group
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $244.7M across 783 accounts
- **Credentials:** CFP
- **CRD:** 4341716 (https://adviserinfo.sec.gov/individual/summary/4341716)
- **SEC registration:** Investment adviser representative in IL, NY, TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://994group.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kristen holds no broker registration, and 994 Group 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, 994 Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kristen Leclair based?

Kristen Leclair is based in Austin, Texas.

### What credentials does Kristen Leclair hold?

Kristen Leclair holds the CFP credential.

### Is Kristen Leclair registered with the SEC?

Yes. Kristen Leclair is registered as an investment adviser representative in IL, NY and TX (CRD 4341716), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 994 Group manage?

994 Group reports $244.7M across 783 accounts in assets under management.

### How do I contact Kristen Leclair?

Through Kristen's website, 994group.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4341716): 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://994group.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.