Matthew Heffington is a registered investment advisor at Kimery Wealth Management, LLC, based in Memphis, TN, with 12 years of industry experience. Matthew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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.
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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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
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
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