Kimberley Dillingham
Kimberley Dillingham is a registered investment advisor at Lifetime Wealth Management, LLC, based in Montgomery, TX, with 5 years of industry experience. Kimberley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 156 clients with $190M 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 | 2.00% |
Maximum annual fee does not exceed 2%. Fees are negotiable depending on the level of service, amount of assets managed, and prior relationship.
Fee Estimator
Location
Montgomery, TX
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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
Kimberley is self-employed, providing administrative support services through KED Services since 2021, dedicating about 10-20% of her time. She is also the Chief Compliance Officer for Lifetime Wealth Management, LLC, dedicating about 10-20% of her time to reviewing firm compliance documentation.
Employment History
Current Registrations
Lifetime Wealth Management, LLC
Radar Financial Investments Corporation
State Registrations2 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.
Exams
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