Cole Dimond
Caliber Wealth Management · Overland Park, Kansas
Cole Dimond is a fee-only financial advisor at Caliber Wealth Management in Overland Park, Kansas. Caliber Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Caliber Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.76B across 5,992 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 4967237 |
| Exams passed | Series 66 (2005) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | caliberkc.com |
How Cole's firm compares
- Caliber Wealth Management's average account is about $294,000, from its Form ADV (assets managed divided by 5,992 accounts).
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Questions about Cole
Is Cole Dimond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Caliber Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, Caliber Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cole Dimond based?
Cole Dimond is based in Overland Park, Kansas.
Is Cole Dimond registered with the SEC?
Yes. Cole Dimond is registered as an investment adviser representative in KS and TX (CRD 4967237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caliber Wealth Management manage?
Caliber Wealth Management reports $1.76B across 5,992 accounts in assets under management.
How do I contact Cole Dimond?
Through Cole's website, caliberkc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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