# Russell Kroeger

> Russell Kroeger is a fee-only financial advisor at Upstart Wealth Management in New York, New York, who holds the CFP credential. Russell charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,600 a year and 0.45%–0.8% a year of assets managed) and focuses on equity compensation, founders (pre-exit) and tax planning.

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

## Facts

- **Firm:** Upstart Wealth Management
- **Based in:** New York, New York
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,600 a year; 0.45%–0.8% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $385.9M across 207 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Tax planning
- **Works with:** Founders, Tech employees
- **CRD:** 6215669 (https://adviserinfo.sec.gov/individual/summary/6215669)
- **SEC registration:** Investment adviser representative in CA, MA, NC, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.upstartwealth.com

## Frequently asked questions

### Is Russell Kroeger a fee-only financial advisor?

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

### How does Russell charge for financial advice?

Russell charges a percentage of assets and an ongoing planning fee.

### How much does Russell charge?

According to Upstart Wealth Management's website, checked October 30, 2026: ongoing planning from $7,600 a year; 0.45%–0.8% a year of assets managed.

### Where is Russell Kroeger based?

Russell Kroeger is based in New York, New York.

### What does Russell specialize in?

Russell's specialties include equity compensation, founders (pre-exit) and tax planning. Russell works with founders and tech employees.

### What credentials does Russell Kroeger hold?

Russell Kroeger holds the CFP credential.

### Is Russell Kroeger registered with the SEC?

Yes. Russell Kroeger is registered as an investment adviser representative in CA, MA, NC and TX (CRD 6215669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Upstart Wealth Management manage?

Upstart Wealth Management reports $385.9M across 207 accounts in assets under management.

### How do I contact Russell Kroeger?

Through Russell's website, www.upstartwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6215669): 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.upstartwealth.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.