CC
CC

Colten Christianson

11 Years of Experience

Colten Christianson is a registered investment advisor at Moss Adams Wealth Advisors LLC, based in Seattle, WA, with 11 years of industry experience. Colten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,203 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,203 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$4.8B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are calculated on a graduated basis. Discounts, not generally available to our advisory clients, may be offered to family members, friends or associated persons of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

999 Third Ave Ste 2800, Seattle, WA, 98104

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Moss Adams Wealth Advisors LLC
March 2015 - Present · 11 yrs 1 mo
State Registrations2 states
CAWA
Advisor

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.

Exams
No exam information available for this advisor.
Colten Christianson - Financial Advisor | TrueAdvisor