Kristen Hilty is a registered investment advisor at Strategic Portfolio Solutions, LLC, based in Glendale, AZ, with 13 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 188 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
Glendale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristen is the owner and senior analyst at Smarter Divorce Solutions, a company providing mediation, financial analysis, and education seminars for divorcing individuals. This takes about half of Kristen's time.
Employment History
Current Registrations
Strategic Portfolio Solutions, LLC
Previous Registrations
Belpointe Asset Management LLC
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.