Kevin Dale Kimery

Kimery Wealth Management, LLC

29 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kimery Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

682 clients

Average Client Portfolio

$646K average

Assets Under Management

$440.8M

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

6410 Poplar Avenue, Suite 100, Memphis, TN, 38119

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kevin is a line judge for NCAA Women's Volleyball since 2016. He is also a limited partner in Morpheus Partners since 2000, dedicating minimal time to both activities.