Advisor at Invested Advisors
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
Invested Advisors
Location
State College, PA 16801
Credentials
CFP®, Series 66
Industry experience
22 years
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.
Based on Invested Advisors
$1,000 to $5,000 for financial planning; Investment management flat fee ranges from 0.30% to 1.00% annually; Tax return preparation one-time fee of $350
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
$250 to $500 per hour
Account minimum: $500,000 (may be waived at discretion of InVested)
366 Walker Drive, Suite 370
State College, PA 16801
Florida · North Carolina · Pennsylvania · Texas
Kristen Coombs Financial Advisors
2020 - Present (6 years)
H. Beck, Inc.
2013 - 2020 (7 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Invested Advisors
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State College, PA
Nestlerode & Loy, Inc.
Series 66
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Mccann Wealth Strategies,Inc.
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