# Kristen Moosmiller

> Kristen Moosmiller is a fee-only financial advisor at NorthAvenue Financial Advocates in Columbus, Ohio, who holds the CFP and MSPFP credentials. Kristen focuses on retirement planning, tax planning and small business owners. NorthAvenue Financial Advocates reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kristen-moosmiller/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** NorthAvenue Financial Advocates
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $204.8M across 638 accounts
- **Credentials:** CFP, MSPFP
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees, High earners
- **CRD:** 6034968 (https://adviserinfo.sec.gov/individual/summary/6034968)
- **SEC registration:** Investment adviser representative in OH, TX
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://northavenuefa.com

## Frequently asked questions

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

Yes. Kristen Moosmiller is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kristen's firm.

### How does Kristen charge for financial advice?

Kristen's firm, NorthAvenue Financial Advocates, reports charging fixed fees on its SEC Form ADV.

### Where is Kristen Moosmiller based?

Kristen Moosmiller is based in Columbus, Ohio.

### What does Kristen specialize in?

Kristen's specialties include retirement planning, tax planning and small business owners. Kristen works with retirees, pre-retirees and high earners.

### What credentials does Kristen Moosmiller hold?

Kristen Moosmiller holds the CFP and MSPFP credentials.

### Is Kristen Moosmiller registered with the SEC?

Yes. Kristen Moosmiller is registered as an investment adviser representative in OH and TX (CRD 6034968), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does NorthAvenue Financial Advocates manage?

NorthAvenue Financial Advocates reports $204.8M across 638 accounts in assets under management.

### How do I contact Kristen Moosmiller?

Through Kristen's website, northavenuefa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44995): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.northavenuefa.com/): specialties, clients served, and fees, checked October 28, 2026

---

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