Kimberly Wilder
Kimberly Wilder is a registered investment advisor at VALIC Financial Advisors, INC., based in Austin, TX, with 31 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
3737 Executive Center Drive, Suite 111, Austin, TX, 78731
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2021Other Business ActivitiesSells Insurance
Kimberly is involved in several business activities, including managing rental properties, consulting for a fitness business, and managing a ranch. She also sells non-securities insurance products for AGIA, dedicating a few hours per week to this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Farmers Financial Solutions, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Ameritas Investment CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Security First Financial, INC.Broker
State Registrations3 states
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.