TrueAdvisor
TrueAdvisor
KV
CFP
KV
CFP

Kimberly Anne Vesely

Fullcircle Wealth LLC
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Fullcircle Wealth LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$393.5M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500

Location

3400 N. Central Expy, Suite 110, Richardson, TX, 75080

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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.

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Employment History
Current Registrations
Fullcircle Wealth LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Triad Advisors LLCBroker
September 2016 - April 2024 · 7 yrs 7 mos
Quest Capital Management, INC.
March 2011 - May 2016 · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2011 - May 2016 · 5 yrs 4 mos
Dewaay Financial Network, LLCBroker
May 2010 - November 2010 · 6 mos
Dewaay Advisory
May 2010 - November 2010 · 6 mos
Fsc Securities Corporation
January 2010 - May 2010 · 4 mos
Fsc Securities CorporationBroker
March 2009 - May 2010 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.