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Ronald Behymer

24 Years of Experience
Memphis, TN
1 Disclosure

Ronald Behymer is a registered investment advisor at Kimery Wealth Management, LLC, based in Memphis, TN, with 24 years of industry experience. Ronald 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 5 more. Their firm serves 471 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
471 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$555.0M

Fee Structure

Planning is included in investment management (also available separately)

Kimery Wealth Management charges an annualized fee based on a percentage of your portfolio, billed quarterly in advance. Because the firm operates entirely through a wrap fee program, your portfolio management fee covers administrative and trading costs.

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Location

6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2018
Employment History
Current Registrations
Kimery Wealth Management, LLC
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2008 - March 2018 · 9 yrs 7 mos
Charles Schwab & CO., INC.Broker
August 2008 - March 2018 · 9 yrs 7 mos
Wunderlich Securities, INC.
July 2007 - May 2008 · 10 mos
Wunderlich Securities, INC.Broker
June 2007 - May 2008 · 11 mos
Consulting Services Group, LLC
July 2004 - December 2004 · 5 mos
Trading Services Group, INC.Broker
December 2003 - December 2004 · 1 yr
Institutional Brokerage Services CorporationBroker
July 1997 - April 2002 · 4 yrs 9 mos
State Registrations1 state
TN
Advisor

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.
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