Chris Kimmet
Planning for physicians and other professionals, covering cash flow, tax-efficient investing, college savings and equity compensation.
Aptus Financial · Columbus, Ohio
Chris Kimmet is a fee-only financial advisor at Aptus Financial in Columbus, Ohio, who holds the CFP credential. Chris charges a subscription and a one-time planning fee (subscription $205 a month and subscription $1,250 a year) and focuses on retirement planning.
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Specialties
Who they serve
- High earners
- Early-career professionals
About
Chris Kimmet, CFP, is a financial planner at Aptus Financial with eight years of experience advising physicians and other professionals. His work covers cash flow systems, cash management and contingency planning, tax-efficient investing, saving for college and equity compensation, including RSUs, ESPPs, NQs and ISOs. He loves math and Excel but knows a plan is about more than a spreadsheet, and he enjoys explaining the concepts behind each client's plan.
Before joining Aptus in 2025, Chris was an associate financial advisor at Hamilton Capital and ran his own firm, Steady Climb Financial Planning, from 2018 to 2024. Earlier he worked in business development and marketing at PolyOne Corporation and served as a U.S. Army officer. He holds a BS in electrical engineering from Wright State and an MBA from Ohio State.
Chris and his wife have visited five continents and most states. They call Columbus, Ohio, home and travel with their two sons.
Facts
| Firm | Aptus Financial |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Subscription · One-time planning fee |
| Fees (Advice-Only Network profile) | Subscription $205 a month · Subscription $1,250 a year · One-time plans $3,700 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6922767 |
| Exams passed | Series 65 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | aptusfinancial.com |
How Chris's firm compares
- Ongoing planning starts at $2,460 a year, below the Ohio median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,700, above the Ohio median of $1,500 for fee-only firms that publish prices.
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Questions about Chris
Is Chris Kimmet a fee-only financial advisor?
Yes. Chris Kimmet is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris charges a subscription and a one-time planning fee.
Does Chris work with clients virtually?
Yes. Chris's Advice-Only Network profile says they meet with clients virtually.
Where is Chris Kimmet based?
Chris Kimmet is based in Columbus, Ohio.
What does Chris specialize in?
Chris's specialties include retirement planning. Chris works with high earners and early-career professionals.
What credentials does Chris Kimmet hold?
Chris Kimmet holds the CFP credential.
Is Chris Kimmet registered with the SEC?
Yes. Chris Kimmet is registered as an investment adviser representative in OH and TX (CRD 6922767), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.
How do I contact Chris Kimmet?
Through Chris's website, aptusfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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