KJ
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
75 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.0B
Fee Structure
Fees are determined based on the selected advisory service and are outlined in the client agreement. Clients should consult with their IAR and the applicable Agreement and Fee Schedules for additional information regarding each service.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
110 South Main Street, Moscow, ID, 83843-2806
Get directionsKJ
Contact
Kaitlin Christine JonesRegulatory 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
Compound Planning, INC.
June 2025 - Present · 7 mos
Northstar Financial Management, INC.
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Hrc Wealth Management, LLC
January 2014 - October 2017 · 3 yrs 9 mos
State Registrations4 states
CAIDORWA
Advisor
Exams
No exam information available for this advisor.