Kimberly Wohler is a CFP-designated registered investment advisor at Financial Connections Group, INC., based in Larkspur, CA, with 1 years of industry experience. Kimberly 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, Insurance Planning, and 5 more. Their firm serves 331 clients with $620M 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% |
Customized Portfolio management account minimum $400,000
Fee Estimator
Contact
Kimberly Wohler
Location
1100 Larkspur Landing Circle, #355, Larkspur, CA, 94939
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Connections Group, INC.
State Registrations1 state
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