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Kimberly Hudson

12 Years of Experience
Decatur, GA
1 DisclosureBroker

Kimberly Hudson is a registered investment advisor at Edward Jones, based in Decatur, GA, with 12 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

150 E Ponce De Leon Ave, Ste 180, Decatur, GA, 30030-2543

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History

Regulatory History (1)
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Customer Dispute
December 2021
Denied
Other Business Activities

Kimberly is a co-owner of N-Motion Stone & Tile Restoration since 2007, but has no work responsibilities with the business and dedicates minimal time.

Employment History
Current Registrations
Edward Jones
June 2014 - Present · 11 yrs 11 mos
Edward JonesBroker
March 2014 - Present · 12 yrs 2 mos
State Registrations23 states
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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.