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Kimery Wealth Management, LLC

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Total assets under management

$440,800,000

Total clients

682

15% high-net worth

Total advisors

6

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

114

Average account size

$646,334

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees up to $10,000 for financial planning and consulting services

Percentage

Fees are annualized, billed quarterly in advance on a pro-rata basis, and are negotiable; specific flat rate not stated

Project-based

Up to $350 per hour for financial planning and consulting services

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Kimery Wealth Management, LLC

6410 Poplar Avenue, Suite 100 Tower 2

Memphis TN 38119, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (901) 291-5500

Advisors at this firm

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Jonathan M

CFP®, Series 66

Memphis, TN

Kimery Wealth Management, LLC

Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.

General retirement planning Income planning General tax planning Wealth management Trust structures (GRAT, IDGT, revocable) Retired Veterinarian Sales Professional Founder/Business Owner Self-Employed Approaching retirement Established Professionals Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Taylor N

Series 66

Memphis, TN

Kimery Wealth Management, LLC
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Matthew H

Series 66

Memphis, TN

Kimery Wealth Management, LLC
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Kevin K

Series 63, Series 65

Memphis, TN

Kimery Wealth Management, LLC
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Ronald B

Series 63, Series 66

Memphis, TN

Kimery Wealth Management, LLC
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Ryan D

Series 63, Series 65

Memphis, TN

Kimery Wealth Management, LLC
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Call (201) 292-4557

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