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Salim Kimiagar

38 Years of Experience
Woodland Hills, CA
2 DisclosuresBroker

Salim Kimiagar is a registered investment advisor at Wells Fargo Advisors, based in Woodland Hills, CA, with 38 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

21600 Oxnard St, 18th Fl, Tower I, Warner Center Towers, Woodland Hills, CA, 91367

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2006
Denied
Customer Dispute
November 1995
Award / Judgment
Other Business Activities

Salim owns two rental properties in Winnetka, CA, since February 2025. He spends minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Advisors
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Clearing Services, LLC
June 2012 - Present · 13 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2012 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - June 2012 · 2 yrs 8 mos
Banc of America Investment Services, INC.Broker
July 1999 - October 2009 · 10 yrs 3 mos
Banc of America Investment Services, INC.
May 1998 - October 2009 · 11 yrs 5 mos
Ba Investment Services, INC.Broker
June 1992 - July 1999 · 7 yrs 1 mo
Gna Securities, INC.Broker
March 1992 - June 1992 · 3 mos
Royal Alliance Associates, INC.Broker
June 1991 - March 1992 · 9 mos
Griffin Financial ServicesBroker
August 1987 - May 1991 · 3 yrs 9 mos
State Registrations19 states
AKAZCACOFLGAHIILMAMINCNJNVNYORSCTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Salim Kimiagar - Financial Advisor | TrueAdvisor