Herbert Kim
Innovator Wealth Advisor · Round Rock, Texas
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.
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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 | $500K across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 4480433 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | innovatorwm.com |
How Herbert's firm compares
- Innovator Wealth Advisor's average account is about $83,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Herbert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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