Kimberly Wirtz is a CFP-designated registered investment advisor at John E. Sestina and Company, based in Strongsville, OH, with 9 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 808 clients with $740M 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 | 1.00% |
Standalone investment management typically charges a 1% annual fee, and can be as high as 2% based on client assets. Investment management is included at no additional cost for clients engaging in full-service financial planning.
Fee Estimator
Contact
Kimberly Wirtz
Location
Strongsville, OH
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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 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
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
Additional Information
Comprehensive, fee-only financial planner.Member of the Sestina Network of Fee-Only Financial Planners
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