Kevin Kimery
Kimery Wealth Management · Memphis, Tennessee
Kevin Kimery is a fee-only financial advisor at Kimery Wealth Management in Memphis, Tennessee. Kimery Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in TN, TX · CRD 1385946 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kimerywealth.com |
| Profile |
How Kevin's firm compares
- Kimery Wealth Management's average account is about $319,000, from its Form ADV (assets managed divided by 1,738 accounts).
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Questions about Kevin
Is Kevin Kimery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Kimery Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Kimery based?
Kevin Kimery is based in Memphis, Tennessee.
Is Kevin Kimery registered with the SEC?
Yes. Kevin Kimery is registered as an investment adviser representative in TN and TX (CRD 1385946), 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 Kevin Kimery?
Through Kevin'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.
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