Matthew Heffington is a registered investment advisor at Kimery Wealth Management, LLC, based in Memphis, TN, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 682 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kimery Wealth Management manages client assets through a bundled fee program. The firm does not specify the percentage charged for investment management.
Location
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a registered investment advisory representative at Kimery Wealth Management. This is a full-time commitment, primarily during trading hours.
Employment History
Current Registrations
Kimery Wealth Management, LLC
Previous Registrations
Kimery Wealth Management, LLC
Private Client Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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