# Kristin Carleton

> Kristin Carleton is a fee-only financial advisor at Astoria Portfolio Advisors in Richmond, Virginia. Astoria Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Astoria Portfolio Advisors
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $977.6M across 1,068 accounts
- **CRD:** 4485193 (https://adviserinfo.sec.gov/individual/summary/4485193)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2008), Series 66 (2015)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.astoriaadvisors.com

## Frequently asked questions

### Is Kristin Carleton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Astoria Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kristin charge for financial advice?

Kristin's firm, Astoria Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kristin Carleton based?

Kristin Carleton is based in Richmond, Virginia.

### Is Kristin Carleton registered with the SEC?

Yes. Kristin Carleton is registered as an investment adviser representative in VA (CRD 4485193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Astoria Portfolio Advisors manage?

Astoria Portfolio Advisors reports $977.6M across 1,068 accounts in assets under management.

### How do I contact Kristin Carleton?

Through Kristin's website, www.astoriaadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4485193): 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.