Advisor at AE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AE Wealth Management, LLC
Location
Munds Park, AZ
Credentials
Series 63, Series 65
Industry experience
17 years
Cristina Acosta is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has previously worked at Brookstone Capital Management and currently operates multiple financial services entities, including Acosta Financial Services, LLC, where she is involved in the sale of fixed insurance products. In addition, she presents financial education courses through FMT Solutions LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, leveraging a platform-centered approach that combines multiple model strategies and advisor-managed solutions.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
Munds Park, AZ
Arizona · Texas
Fmt Solutions Llc
2024 - Present (2 years)
Money Wise Retirement Planning
2021 - Present (5 years)
AE Wealth Management, LLC
2018 - Present (8 years)
Money Wise, Llc
2018 - Present (8 years)
Brookstone Capital Management
2009 - 2018 (9 years)
Acosta Financial Services, Llc Dba Money Wise
2008 - Present (18 years)
Acosta Financial Services, Llc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sedona, AZ
Trust Advisory Group Ltd
CFP®, Series 66
Sedona, AZ
Uptick Partners, LLC
Series 66
Sedona, AZ
Independent Financial Group, LLC
Series 63, Series 65
Sedona, AZ
Farther
Series 63, Series 65
Sedona, AZ
Stratos Wealth Partners, Ltd
Series 63, Series 65
Sedona, AZ
Cambridge Investment Research Advisors
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