# Kristin Rasmussen

> Kristin Rasmussen is a fee-only financial advisor at KMR Wealth Advisory in San Luis Obispo, California, who holds the CFP credential. Kristin focuses on retirement planning. KMR Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kristin-rasmussen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** KMR Wealth Advisory
- **Based in:** San Luis Obispo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $65.7M across 207 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 2298759 (https://adviserinfo.sec.gov/individual/summary/2298759)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1993), Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://kmrwealthadvisory.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and KMR Wealth Advisory 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, KMR Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kristin Rasmussen based?

Kristin Rasmussen is based in San Luis Obispo, California.

### What does Kristin specialize in?

Kristin's specialties include retirement planning.

### What credentials does Kristin Rasmussen hold?

Kristin Rasmussen holds the CFP credential.

### Is Kristin Rasmussen registered with the SEC?

Yes. Kristin Rasmussen is registered as an investment adviser representative in TX (CRD 2298759), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does KMR Wealth Advisory manage?

KMR Wealth Advisory reports $65.7M across 207 accounts in assets under management.

### How do I contact Kristin Rasmussen?

Through Kristin's website, kmrwealthadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2298759): 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
- The firm's website (https://www.kmrwealthadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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