Kimberlee Harmon is a PFS-designated registered investment advisor at Fowler Tax Advisors LLC, based in Englewood, CO, with 6 years of industry experience. Kimberlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Tax Planning. Their firm serves 30 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5460 South Quebec Street, Suite 230, Englewood, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberlee is a Senior Tax Manager at R.G. Fowler & Company, P.C., a tax consulting and preparation firm, since 2018. This is a full-time commitment, including during securities trading hours, and involves tax compliance duties.
Employment History
Current Registrations
Fowler Tax Advisors LLC
State Registrations1 state
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