Kristine Quine

Advisor at Exceptional Wealth & Family Office — Colorado Springs, CO

Updated today

Credentials

Series 66

Experience

2 years

Location

Colorado Springs, CO 80903

Exceptional Wealth & Family Office logo

Exceptional Wealth & Family Office

Team

Total advisors

6

Clients per advisor

31 Very Low

Avg AUM per client

$959,684 Typical

HNW client ratio

22% Low

About

Kristine Quine is a financial advisor with Exceptional Wealth & Family Office in Colorado Springs, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in consulting through Wayfinder Growth Consulting and Practical Wisdom LLC. Exceptional Wealth & Family Office provides financial planning, asset management, and wealth consulting services to a diverse client base including individuals, corporations, and charitable organizations. The firm offers discretionary managed accounts and combines model portfolios with customized allocations across various asset classes.

Client services

Based on Exceptional Wealth & Family Office

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Business ownership considerations Wealth management

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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Fee options

Fixed

Financial planning and consulting fees generally fixed (flat) fees, ranging $10,000 - $500,000 annually; Wealth Management Consulting may have flat or fixed fees.

Percentage

$0 - $249,999: $300 (flat fee for Retirement Plan Consulting) $250,000 - $2,999,999: 0.12% $3,000,000 - $9,999,999: 0.09% $10,000,000 - $49,999,999: 0.05% $50,000,000 - $99,999,999: 0.03% $100,000,000+: 0.02%

Project-based

Retirement Plan Consulting hourly rate not to exceed $500.

Other

Account minimum: $500,000 Minimum fee: $300 minimum annual fee for retirement plan consulting (less than $250,000 in plan assets) Fee-only: Wealth Management Consulting fees vary; may be annual fixed fees or flat fees, payable monthly/quarterly/etc., negotiable, ranging generally from $10,000 to $500,000 annually for financial planning services.

Location

Colorado Springs, CO

422 East Vermijo Avenue, Suite 200 A

Colorado Springs CO 80903

Advisors at this office

6

Most active in

Colorado

Work history

2 years of industry experience

Exceptional Wealth Family Office

2026 - Present • 1 year

Colorado Springs, CO

Edward Jones

2024 - 2026 • 2 years

St Louis, MO

Wayfinder Growth Consulting/Practical Wisdom LLC

2021 - 2024 • 3 years

Loveland, CO

Unemployed

2021 - 2021 • 1 year

Honolulu, HI

Proov Test by MFB Fertility

2020 - 2021 • 1 year

Boulder, CO

Flytedesk

2019 - 2020 • 1 year

Boulder, CO

Practical Wisdom LLC

2016 - 2019 • 3 years

Loveland, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Andy H

Series 66, Series 7

Colorado Springs, CO

Creative Financial Designs, Inc.

Andy Hackett is a financial advisor with Creative Financial Designs, Inc. in Colorado Springs, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at CFD Investments, Cuso Financial Services, and Waddell & Reed, Inc. Outside of his advisory work, he served as Stewardship Manager for The Dale House Project, overseeing property maintenance and advising on larger initiatives. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Long-term care insurance Retirement income strategy General retirement planning Roth conversion strategy Annuities Religious/faith focused
user avatar

Terry T

Series 65

Colorado Springs, CO

Replica Wealth Advisors Inc

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Income planning Social Security optimization Roth conversion strategy Retirement income strategy General retirement planning
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Douglas H

CFP®, Series 63, Series 65

Colorado Springs, CO

First Light Financial

Douglas Holden is a CFP®-certified financial advisor with 10 years of industry experience. He is the sole advisor at First Light Financial in Colorado Springs, CO, and has a long-standing career at Performance Technologies, Inc. since 1995. First Light Financial is an independent, fee-only advisory firm serving primarily individual clients. The firm uses a passive, low-cost index-based strategy called TIPS Plus!, focusing on customized financial planning and investment management with client involvement in portfolio decisions.

Passive / index investing
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Aaron R

Series 65

Colorado Springs, CO

Strong Mountains Financial Planning

Aaron Ritchie is the principal of Strong Mountains Financial Planning in Colorado Springs, CO. He holds a Series 65 designation and has extensive experience in the financial services industry, including 18 years at USAA and roles at Progressive Insurance. Ritchie has operated his independent advisory firm since 2026. Strong Mountains Financial Planning is a fee-only registered investment adviser serving individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis, using both passive and active investments to construct portfolios aligned with long-term objectives and client-specific considerations.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Daniel K

Series 63, Series 65, Series 66

Colorado Springs, CO

Cobalt Private Wealth LLC

Daniel Korleski is a financial advisor at Cobalt Private Wealth LLC in Colorado Springs, CO, with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cobalt Private Wealth since 2013. Cobalt Private Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, including the use of options and derivatives strategies, and manages accounts on a discretionary basis with a focus on customized investment policies.

Options & derivatives strategies Real estate investing Private / alternative investments

Dan H

CFP®

Colorado Springs, CO

Cornerstone Financial Planning

Cornerstone Financial Planning is an independent, fee-only wealth management firm helping individuals and families steward wealth intentionally through proactive financial planning, prudent investing, and values-driven decision-making. We work with clients who want to build wealth with purpose, pursue long-term financial independence, and align their financial lives with what matters most. Services include comprehensive financial planning, investment management, retirement planning, tax-efficient investing, real estate planning and investment analysis, risk management, and ongoing financial guidance. With personal experience in real estate investing, we help clients evaluate opportunities, navigate complexity, and make more confident financial and real estate decisions. Our approach is personalized, relationship-driven, and built around helping clients simplify complex financial decisions so they can live more intentionally and create a meaningful, impactful life.

General tax planning Wealth management Self-Employed Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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