Kimberly Howard is a CFP-designated registered investment advisor at Kjh Financial Services, based in Needham, MA, with 19 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 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
KJH Financial Services charges for financial planning on an hourly, fixed, or retainer basis, billed upon session completion. Specific fees and rate ranges are not detailed in the regulatory filing.
Location
Needham, MA
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Regulatory History
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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Kimberly works as a project manager for Citistreet, a third-party administrator for retirement plans, since 2004. This non-investment related activity takes nearly all of Kimberly's time.
Employment History
Current Registrations
Kjh Financial Services
State Registrations1 state
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Exams
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