Tina Ottersberg
To Wealth · Boulder, Colorado
Tina Ottersberg is a fee-only financial advisor at To Wealth in Boulder, Colorado, who holds the CFP credential. To Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Tina →
Facts
| Firm | To Wealth |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $48.8M across 141 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5969462 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.to-wealth.com |
How Tina's firm compares
- To Wealth's average account is about $346,000, from its Form ADV (assets managed divided by 141 accounts).
Request an introduction to Tina
Tell Tina a little about what you're looking for. Tina 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 Tina
Is Tina Ottersberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tina holds no broker registration, and To Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tina charge for financial advice?
Tina's firm, To Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tina Ottersberg based?
Tina Ottersberg is based in Boulder, Colorado.
What credentials does Tina Ottersberg hold?
Tina Ottersberg holds the CFP credential.
Is Tina Ottersberg registered with the SEC?
Yes. Tina Ottersberg is registered as an investment adviser representative in CO (CRD 5969462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does To Wealth manage?
To Wealth reports $48.8M across 141 accounts in assets under management.
How do I contact Tina Ottersberg?
Through Tina's website, www.to-wealth.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
- 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.