# Kristie Guadiano

> Kristie Guadiano is a fee-only financial advisor at Vertrix Wealth Management in Troy, Michigan. Vertrix Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Vertrix Wealth Management
- **Based in:** Troy, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $343.2M across 661 accounts
- **CRD:** 5096290 (https://adviserinfo.sec.gov/individual/summary/5096290)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (2006), Series 65 (2014)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.vertrixwm.com

## Frequently asked questions

### Is Kristie Guadiano a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kristie holds no broker registration, and Vertrix Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kristie charge for financial advice?

Kristie's firm, Vertrix Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kristie Guadiano based?

Kristie Guadiano is based in Troy, Michigan.

### Is Kristie Guadiano registered with the SEC?

Yes. Kristie Guadiano is registered as an investment adviser representative in MI and TX (CRD 5096290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vertrix Wealth Management manage?

Vertrix Wealth Management reports $343.2M across 661 accounts in assets under management.

### How do I contact Kristie Guadiano?

Through Kristie's website, www.vertrixwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5096290): 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.