Kristen Leclair
994 Group · Austin, Texas
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.
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Facts
| Firm | 994 Group |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $244.7M across 783 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, NY, TX · CRD 4341716 |
| Exams passed | Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | 994group.com |
| Profile |
How Kristen's firm compares
- 994 Group's average account is about $312,000, from its Form ADV (assets managed divided by 783 accounts).
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Questions about Kristen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- 994 Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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