Kristen Rajotte
Blue Water Wealth · Portland, Oregon
Kristen Rajotte is a fee-only financial advisor at Blue Water Wealth in Portland, Oregon. Kristen focuses on sustainable & impact investing, estate & legacy planning and tax planning. Blue Water Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
Facts
| Firm | Blue Water Wealth |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $472.8M across 1,206 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 7614405 |
| Exams passed | Series 65 (2022) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.bluewaterwealth.com |
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Questions about Kristen
Is Kristen Rajotte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristen holds no broker registration, and Blue Water Wealth 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, Blue Water Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kristen Rajotte based?
Kristen Rajotte is based in Portland, Oregon.
What does Kristen specialize in?
Kristen's specialties include sustainable & impact investing, estate & legacy planning and tax planning. Kristen works with pre-retirees and early-career professionals.
Is Kristen Rajotte registered with the SEC?
Yes. Kristen Rajotte is registered as an investment adviser representative in OR, TX and WA (CRD 7614405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Water Wealth manage?
Blue Water Wealth reports $472.8M across 1,206 accounts in assets under management.
How do I contact Kristen Rajotte?
Through Kristen's website, www.bluewaterwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Blue Water Wealth 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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