Kristen Mayer
KMI Wealth Advisors · Reno, Nevada
Kristen Mayer is a fee-only financial advisor at KMI Wealth Advisors in Reno, Nevada. KMI Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | KMI Wealth Advisors |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.9M across 179 accounts |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 6266435 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kmiwealthadvisors.com |
| Profile |
How Kristen's firm compares
- KMI Wealth Advisors's average account is about $307,000, from its Form ADV (assets managed divided by 179 accounts).
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Questions about Kristen
Is Kristen Mayer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristen holds no broker registration, and KMI 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, KMI Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kristen Mayer based?
Kristen Mayer is based in Reno, Nevada.
Is Kristen Mayer registered with the SEC?
Yes. Kristen Mayer is registered as an investment adviser representative in CA, NV and TX (CRD 6266435), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KMI Wealth Advisors manage?
KMI Wealth Advisors reports $54.9M across 179 accounts in assets under management.
How do I contact Kristen Mayer?
Through Kristen's website, www.kmiwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
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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