A complete list of active advisors currently associated with Krystal Fortner

Warmer can help you find a great advisor at Krystal Fortner or one who fits your needs even better.

The firm is a fee-only, sole-practitioner registered investment adviser that provides comprehensive financial planning to individuals and high-net-worth clients. It delivers written financial plans and ongoing planning reviews, makes investment recommendations and third‑party professional referrals, but does not provide portfolio management or accept custody of client assets. The adviser’s recommendations draw on Modern Portfolio Theory, with an emphasis on asset allocation and use of passive vehicles such as index mutual funds and ETFs, and includes fund-level analysis for manager track record and overlap. Services are tailored to each client’s risk tolerance, time horizon, and any client-imposed restrictions, and the firm will participate in meetings with client-selected attorneys or tax and accounting professionals when requested. Noteworthy for this category, the firm does not charge percentage-of-assets-under-management fees and confines its practice to fee-only financial planning rather than discretionary investment management. The practice is a small, recently registered solo office led by a CFP professional with prior wealth-management experience, maintains a limited client base, and provides two scheduled review meetings per year as part of ongoing planning.

To learn more about the advisors currently working at Krystal Fortner, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Krystal Fortner	Richmond, CA	8

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