Kimberly Meade
Kimberly Meade is a CFP-designated registered investment advisor at The Wealth Consulting Group, based in Sugar Land, TX, with 10 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
13310 University Blvd. Suite 240, Sugar Land, TX, 77479
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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.
Learn about disclosures →Other Business Activities
Kimberly works as a notary in Richmond, TX since 2014. She also uses The Wealth Consulting Group as a DBA for her LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Intrua Financial
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
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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