Kristina Allardice
RED Seven Wealth Management · Laurel, Montana
Kristina Allardice is a fee-only financial advisor at RED Seven Wealth Management in Laurel, Montana. Kristina focuses on retirement planning, tax planning and estate & legacy planning. RED Seven Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | RED Seven Wealth Management |
|---|---|
| Based in | Laurel, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $104.4M across 823 accounts |
| SEC registration | Investment adviser representative in CA, MT · CRD 7879788 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | red7wm.com |
| Profile |
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Questions about Kristina
Is Kristina Allardice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristina holds no broker registration, and RED Seven Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristina charge for financial advice?
Kristina's firm, RED Seven Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kristina Allardice based?
Kristina Allardice is based in Laurel, Montana.
What does Kristina specialize in?
Kristina's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Kristina works with retirees, pre-retirees and founders.
Is Kristina Allardice registered with the SEC?
Yes. Kristina Allardice is registered as an investment adviser representative in CA and MT (CRD 7879788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RED Seven Wealth Management manage?
RED Seven Wealth Management reports $104.4M across 823 accounts in assets under management.
How do I contact Kristina Allardice?
Through Kristina's website, red7wm.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
- RED Seven Wealth Management 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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