# Herbert Kim

> Herbert Kim is a fee-only financial advisor at Innovator Wealth Advisor in Round Rock, Texas, who holds the CFP credential. Innovator Wealth Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/herbert-kim/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Innovator Wealth Advisor
- **Based in:** Round Rock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $500K across 6 accounts
- **Credentials:** CFP
- **CRD:** 4480433 (https://adviserinfo.sec.gov/individual/summary/4480433)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (2002), Series 65 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://innovatorwm.com

## Frequently asked questions

### Is Herbert Kim a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Herbert holds no broker registration, and Innovator Wealth Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Herbert charge for financial advice?

Herbert's firm, Innovator Wealth Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Herbert Kim based?

Herbert Kim is based in Round Rock, Texas.

### What credentials does Herbert Kim hold?

Herbert Kim holds the CFP credential.

### Is Herbert Kim registered with the SEC?

Yes. Herbert Kim is registered as an investment adviser representative in OR and TX (CRD 4480433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Innovator Wealth Advisor manage?

Innovator Wealth Advisor reports $500K across 6 accounts in assets under management.

### How do I contact Herbert Kim?

Through Herbert's website, innovatorwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4480433): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.