Advisor at New Life Financial LLC
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
New Life Financial LLC
Location
Prescott Valley, AZ
Credentials
Series 63, Series 65
Industry experience
23 years
Kimberly Hogue is a financial advisor with New Life Financial LLC in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with New Life Financial since 2012 and also operates as an independent travel agent through Sisters Building Dreams. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management and tailored financial plans. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, executing portfolio changes only with client approval.
Fixed fee for comprehensive Financial Planning Services: $3,250 per plan, negotiable
$0 - $200,000: 3.00% $200,001 - $400,000: 1.50% $400,001 - $600,000: 1.00% $600,001+: 0.75%
$500 per hour, negotiable
Prescott Valley, AZ
Indiana
New Life Financial LLC
2012 - Present (14 years)
Sisters Building Dreams
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Prescott, AZ
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Prescott Investor Services, Inc.
CFP®, Series 63, Series 65, Series 66
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Fiwheels
Series 63, Series 65
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Tandem Investment Partners, LLC
Series 63, Series 66
Prescott Valley, AZ
New Life Financial LLC
CFP®, Series 65
Prescott, AZ
Montoya Wealth Management
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