Kimberly Barry
Kimberly Barry is a registered investment advisor at Knox Wealth Partners Advisory, based in Knoxville, TN, with 17 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 482 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knox Wealth Partners Advisory's investment management fees are negotiable but will not exceed 2.5% annually, based on factors like account size, management style, complexity, investment type, and time required.
Location
10710 Murdock Drive, Suite 101, Knoxville, TN, 37932
Get directionsHistory
Regulatory History (3)
Financial
February 2024Financial
February 2019Financial
May 2016Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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.