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Kimberly Barry

Knox Wealth Partners Advisory
17 Years of Experience
Knoxville, TN
2 DisclosuresBroker
View SEC Summary
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Kimberly Barry is a registered investment advisor at Knox Wealth Partners Advisory, based in Knoxville, TN, with 17 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 525 clients with $270M in assets under management.

Knox Wealth Partners Advisory
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
525 clients
Average Client Portfolio
$520K average
Assets Under Management
$272.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and will not exceed a total annual fee of 2.50% based on account specifics, household size, and management style.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10710 Murdock Drive, Suite 101, Knoxville, TN, 37932

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2024
Final
Financial
February 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kimberly operates her LPL business under the DBA Knox Wealth Partners and provides investment advisory services through Knox Wealth Partners Advisory LLC, dedicating nearly full-time hours to these investment-related activities. She also has outside employment at Fort Sanders Health & Fitness Center, spending about a quarter of her time there.

Employment History
Current Registrations
Knox Wealth Partners Advisory
July 2020 - Present · 6 yrs 3 mos
LPL Financial LLC
June 2020 - Present · 6 yrs 4 mos
LPL Financial LLCBroker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2015 - July 2020 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
July 2015 - July 2020 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - July 2015 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - July 2015 · 6 yrs 8 mos
State Registrations10 states
CAFLGAIANCNJNYPASCTN
AdvisorBrokerBoth

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
No exam information available for this advisor.
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