Kristen Moosmiller
NorthAvenue Financial Advocates · Columbus, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | NorthAvenue Financial Advocates |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $204.8M across 638 accounts |
| Credentials | CFP · MSPFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6034968 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | northavenuefa.com |
How Kristen's firm compares
- NorthAvenue Financial Advocates's average account is about $321,000, from its Form ADV (assets managed divided by 638 accounts).
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Questions about Kristen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- NorthAvenue Financial Advocates website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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