Kristi Mandt
Lakeside Advisors · Seattle, Washington
Kristi Mandt is a fee-only financial advisor at Lakeside Advisors in Seattle, Washington, who holds the CFP credential. Lakeside Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lakeside Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $412.2M across 517 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 1095765 |
| Exams passed | Series 63 (1983) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lakesideadvisors.com |
How Kristi's firm compares
- Lakeside Advisors's average account is about $797,000, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Kristi
Is Kristi Mandt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristi holds no broker registration, and Lakeside Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristi charge for financial advice?
Kristi's firm, Lakeside Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kristi Mandt based?
Kristi Mandt is based in Seattle, Washington.
What credentials does Kristi Mandt hold?
Kristi Mandt holds the CFP credential.
Is Kristi Mandt registered with the SEC?
Yes. Kristi Mandt is registered as an investment adviser representative in WA (CRD 1095765), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lakeside Advisors manage?
Lakeside Advisors reports $412.2M across 517 accounts in assets under management.
How do I contact Kristi Mandt?
Through Kristi's website, www.lakesideadvisors.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
- 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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