Invested Advisors

InVested Advisors, operating as Kristen E. Coombs LLC, is a SEC Registered Investment Advisor founded in 2020 and based in State College, Pennsylvania. The firm offers financial planning, investment management, and consulting services to individuals, high net worth individuals, and businesses. Financial planning services include goal-based investment strategies aligned with individual financial goals, tax management strategies, and regular plan reviews. Investment management services involve personalized portfolio strategies based on client needs, managed on a discretionary basis using third-party managers or sub-advisers. The firm requires a minimum investment of $500,000, which may be waived at their discretion. Fees for financial planning services range from $250 to $500 per hour or a fixed fee of $1,000 to $5,000. Investment management fees are asset-based, typically ranging from 0.00% to 1.30%, varying with the amount of assets under management. InVested does not charge performance-based fees and provides services to individuals, high net worth individuals, and businesses. Clients receive regular account reviews and have the option to place restrictions on investment types. The firm discloses potential risks associated with investing, including political, market, currency, regulatory, and tax risks, among others. InVested does not have any disciplinary items to report and does not engage in proprietary trading. Clients are encouraged to vote on proxies related to their investments, and the firm does not accept authority to vote client securities.