Kristian Mtetwa
Atlas Financial · El Segundo, California
Kristian Mtetwa is a fee-only financial advisor at Atlas Financial in El Segundo, California. Kristian focuses on family wealth transfer. Atlas Financial reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Atlas Financial |
|---|---|
| Based in | El Segundo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $153.9M across 52 accounts |
| SEC registration | Investment adviser representative in CA, TN · CRD 7254161 |
| Exams passed | Series 63 (2020) · Series 66 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atlasfinancial.com |
How Kristian's firm compares
- Atlas Financial's average account is about $3.0 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Kristian
Is Kristian Mtetwa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristian holds no broker registration, and Atlas Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristian charge for financial advice?
Kristian's firm, Atlas Financial, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Kristian Mtetwa based?
Kristian Mtetwa is based in El Segundo, California.
What does Kristian specialize in?
Kristian's specialties include family wealth transfer. Kristian works with multi-generational families.
Is Kristian Mtetwa registered with the SEC?
Yes. Kristian Mtetwa is registered as an investment adviser representative in CA and TN (CRD 7254161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlas Financial manage?
Atlas Financial reports $153.9M across 52 accounts in assets under management.
How do I contact Kristian Mtetwa?
Through Kristian's website, www.atlasfinancial.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
- Atlas Financial 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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