Advisor at William Joseph Capital Management, Inc.
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
William Joseph Capital Management, Inc.
Location
Piedmont, SC
Credentials
Series 63, Series 66
Industry experience
27 years
Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Advisers LLC among other firms. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management through customized portfolio construction and third-party sub-advisors accessed via the AssetMark platform.
Based on William Joseph Capital Management, Inc.
Fixed fees for comprehensive financial plans or specific analyses, disclosed in Financial Planning Agreement
$0+: 0.60% N/A+: 1.35%
Negotiable hourly rates disclosed in Financial Planning Agreement
Piedmont, SC
South Carolina
William Joseph Capital Management, Inc.
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
First Command Financial Services, Inc
2025 - 2025 (1 year)
UnEmployed
2024 - 2025 (1 year)
Cetera
2015 - 2024 (9 years)
Cetera Investment Services Llc
2015 - 2024 (9 years)
Cetera Advisor Networks Llc
2015 - 2018 (3 years)
First Allied Securities, INC.
2015 - 2018 (3 years)
Cetera Financial Specialists LLC
2015 - 2018 (3 years)
Cetera Advisors LLC
2015 - 2018 (3 years)
Summit Brokerage Services, Inc.
2015 - 2018 (3 years)
Girard Securities, Inc.
2015 - 2017 (2 years)
Legend Equities Corporation
2015 - 2016 (1 year)
VSR Financial Services, Inc.
2015 - 2016 (1 year)
Investors Capital Corp.
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.
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