Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
482 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$634.5M
Fee Structure
Minimum Investment:$100K
Financial Planning:Included in AUM fee
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Contact
Kimberly E Wirtz
Location
1161 Bethel Road, Suite 201, Columbus, OH, 43220
Get directionsHistory
Regulatory History
Clean regulatory record
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 coaches JV Girls' Golf at Strongsville City School District. This is a salaried, seasonal position requiring minimal time and is not investment related.
Employment History
Current Registrations
John E. Sestina and Company
July 2016 - Present · 9 yrs 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Additional Information
Comprehensive, fee-only financial planner.Member of the Sestina Network of Fee-Only Financial Planners
Contact
Kimberly E Wirtz