Kimberly Flynn is a CFP-designated registered investment advisor at Cwm, LLC, based in Foxborough, MA, with 24 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 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
16 Chestnut St, Suite 111, Foxborough, MA, 02035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cwm, LLC
Cetera Advisor Networks LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Facet Wealth, INC,
Klarity Financial LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Metlife Investors Distribution CompanyBroker
LPL Financial LLC
LPL Financial LLCBroker
New England SecuritiesBroker
Strategic Point Investment Advisors LLC
Cco Investment Services CORP.Broker
Ws Griffith Securities, INC.Broker
State Registrations1 state
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