Kristin Rasmussen
KMR Wealth Advisory · San Luis Obispo, California
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.
Request an introduction to Kristin →
Specialties
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 | $65.7M across 207 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2298759 |
| Exams passed | Series 63 (1993) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kmrwealthadvisory.com |
| Profile |
How Kristin's firm compares
- KMR Wealth Advisory's average account is about $317,000, from its Form ADV (assets managed divided by 207 accounts).
Request an introduction to Kristin
Tell Kristin a little about what you're looking for. Kristin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kristin
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.
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
- KMR Wealth Advisory 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.
See something wrong? Request a correction. Read our methodology.