Advisor at Rockwood Wealth Management, LLC
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Firm
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
CFP®, Series 65
Industry experience
3 years
Kimberly Evans is a CFP® and Series 65-licensed financial advisor at Rockwood Wealth Management, LLC with three years of industry experience. Prior to joining Rockwood in 2022, she worked at Wilmington Trust from 2018 to 2022. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses, providing comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios using primarily mutual funds and ETFs.
Based on Rockwood Wealth Management, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,000, which may be waived or reduced at firm's discretion Fee-only: Fee-only compensation; no commissions accepted
6464 Lower York Road
New Hope, PA 18938
Pennsylvania · Texas
Rockwood Wealth Management
2022 - Present (4 years)
Rockwood Wealth Management
2022 - Present (4 years)
Wilmington Trust
2018 - 2022 (4 years)
Student
2014 - 2018 (4 years)
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