Jonathan McAlister
Kimery Wealth Management · Memphis, Tennessee
Jonathan McAlister is a fee-only financial advisor at Kimery Wealth Management in Memphis, Tennessee, who holds the CFP credential. Kimery Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Facts
| Firm | Kimery Wealth Management |
|---|---|
| Based in | Memphis, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555M across 1,738 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS, TN, TX · CRD 5775445 |
| Exams passed | Series 66 (2012) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kimerywealth.com |
| Profile |
How Jonathan's firm compares
- Kimery Wealth Management's average account is about $319,000, from its Form ADV (assets managed divided by 1,738 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
Is Jonathan McAlister a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Kimery Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Kimery Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan McAlister based?
Jonathan McAlister is based in Memphis, Tennessee.
What credentials does Jonathan McAlister hold?
Jonathan McAlister holds the CFP credential.
Is Jonathan McAlister registered with the SEC?
Yes. Jonathan McAlister is registered as an investment adviser representative in MS, TN and TX (CRD 5775445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kimery Wealth Management manage?
Kimery Wealth Management reports $555M across 1,738 accounts in assets under management.
How do I contact Jonathan McAlister?
Through Jonathan's website, www.kimerywealth.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.
See something wrong? Request a correction. Read our methodology.