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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2018
- Office Locations
- 1
Office Locations
About TWO Firs Financial
Two Firs Financial (Two Firs LLC) is an independent, virtual, fee-only financial planning and tax firm led by Seattle-based partners Kris Kohtz and Celeste Yu. The firm supports individuals through life transitions, with a niche helping clients accelerate toward financial independence, pairing tax planning with investment implementation focused on diversified asset allocation using public funds/ETFs. Custody primarily at Schwab.
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Owner & Executives
KRISTOPHER NEAL KOHTZ
Chief Compliance Officer, Director of Sales
- CRD
- #6004271
- Ownership
- 50% but less than 75%
CELESTE LIBERTY YU
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- CRD
- #6405886
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,355,577 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,355,577 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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