# Kristi Tidwell

> Kristi Tidwell is a fee-only financial advisor at Asset Dedication in San Francisco, California, who holds the CFP credential. Asset Dedication reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kristi-tidwell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Asset Dedication
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.93B across 6,174 accounts
- **Credentials:** CFP
- **CRD:** 4115425 (https://adviserinfo.sec.gov/individual/summary/4115425)
- **SEC registration:** Investment adviser representative in CA, MS
- **Exams passed:** Series 63 (2000)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.assetdedication.com

## Frequently asked questions

### Is Kristi Tidwell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kristi holds no broker registration, and Asset Dedication 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, Asset Dedication, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kristi Tidwell based?

Kristi Tidwell is based in San Francisco, California.

### What credentials does Kristi Tidwell hold?

Kristi Tidwell holds the CFP credential.

### Is Kristi Tidwell registered with the SEC?

Yes. Kristi Tidwell is registered as an investment adviser representative in CA and MS (CRD 4115425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Asset Dedication manage?

Asset Dedication reports $2.93B across 6,174 accounts in assets under management.

### How do I contact Kristi Tidwell?

Through Kristi's website, www.assetdedication.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4115425): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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