Invested Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$221,949,122
Clients
266
Advisors
3
across 2 offices
About
InVested Advisors (the marketing name of Kristen E. Coombs LLC) provides financial planning, investment management, retirement plan consulting and related advisory services to individuals, high‑net‑worth individuals, and businesses. The firm delivers ongoing portfolio management—primarily on a discretionary basis—and may recommend or allocate assets to third‑party managers and private placements as part of client solutions.
The firm frames advice around goal‑based financial life plans, incorporating tax considerations into planning and portfolio construction and revisiting plans on a regular basis as client circumstances change. For implementation, InVested commonly uses sub‑advisers or third‑party managers for specialized strategies while conducting due diligence and ongoing monitoring of those managers.
Noteworthy disclosures in the brochure include that the firm’s principal is separately licensed as an independent insurance agent and may conduct insurance transactions for clients, a relationship the firm identifies as a potential conflict of interest. InVested also provides tax return preparation through an employed CPA and offers optional tax‑analysis services separate from investment advisory work, and it receives non‑cash research and technology benefits from custodians and third‑party partners.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $1,000 to $5,000; investment management annual flat fee ranging from 0.30% to 1.00%.
$0 - $500,000: 1.30% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.60% annually $5,000,000+: 0.50% annually
Financial planning services charged hourly from $250 to $500 per hour.
Account minimum: $500,000 Fee-only: Financial planning fees at $250 to $500 per hour or fixed fee ranging from $1,000 to $5,000; tax return preparation fee of $350.
Main office
See office366 Walker Drive, Suite 370
State College PA 16801
Advisors at this office
2
Offices (2)
Most active in
Florida · Maryland · New Hampshire · North Carolina · Pennsylvania · Tennessee · Texas
Also doing business as
Invested Advisors · Kristen Coombs Financial Advisors · Kristen E. Coombs LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lauren G
Series 63, Series 66
Ellicott City, MD
Invested Advisors
Lauren Gretchen is a financial advisor at Invested Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Abundance Wealth Counselors and Triad Advisors. Outside of her advisory role, she is involved with Swayze LLC, a compliance consulting business. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on goal-driven portfolio construction tailored to clients’ objectives and risk tolerance, often utilizing third-party managers and specialist strategies.
Kristen C
CFP®, Series 66
State College, PA
Invested Advisors
Kristen Coombs is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Invested Advisors. She previously worked at H. Beck, Inc. for seven years before founding Kristen Coombs Financial Advisors. Outside of her advisory role, she oversees an investment trust account as a trustee and is involved in insurance sales, including non-variable insurance and fixed annuities. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm emphasizes goal-driven portfolio construction tailored to each client’s objectives and time horizon, often utilizing independent third-party managers and specialist strategies.
Blair H
CFP®, Series 65
State College, PA
Invested Advisors
Blair Hefkin is a CFP® and holds a Series 65 license with five years of industry experience. Blair is affiliated with Invested Advisors and has previously worked at Kristen Coombs Financial Advisors, H. Beck, Inc., and Home Advisor. Invested Advisors provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on goal-based financial life plans, incorporating tax considerations and utilizing sub-advisers or third-party managers for specialized strategies.
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