Kimberly Allred
Advisor at FamilyWealth
Updated today
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
FamilyWealth
Location
Palo Alto, CA 94301
Credentials
Series 63, Series 65
Industry experience
10 years
About
Kimberly Allred is a financial advisor at FamilyWealth with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at El Capitan Advisors, LLC since 2017, following seven years at Bridgewater Wealth & Financial Management. FamilyWealth Advisers, LLC provides investment advisory and wealth management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a dynamic, multi-asset investment approach that blends passive, active, and alternative strategies using its proprietary FamilyWealth™ platform and affiliated Turnkey Asset Management Program models.
Client services
Based on FamilyWealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Advice to use models of related investment adviser
Advice to use models of related investment adviser
Expertise
Based on FamilyWealth
Wealth management
Passive / index investing
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Retirement plan consulting flat fees from $10,000 to $100,000
$0+: Typically 1.45% for retail clients but can be up to 2% depending on strategy and IAR $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.60%
Insurance commissions received by IARs on insurance products sold; no advisory fee charged on these assets
Account minimum: $500,000 for institutional accounts; no minimum for retail individual accounts Fee-only: Financial planning fees may be flat fees or negotiated; retirement plan consulting fees range from $10,000 to $100,000 flat or up to 1.00% AUM on plans
Location
228 Hamilton Avenue, 3rd Floor
Palo Alto, CA 94301
Most active in
Kimberly A has reported serving >5 clients in these states in the last 12 months.
California
Work history
El Capitan Advisors, LLC
2017 - Present (9 years)
Bridgewater Wealth & Financial Management
2010 - 2017 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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FocusYou
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