Kimberley Dillingham
Lifetime Wealth Management · Montgomery, Texas
Kimberley Dillingham is a fee-only financial advisor at Lifetime Wealth Management in Montgomery, Texas. Lifetime Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lifetime Wealth Management |
|---|---|
| Based in | Montgomery, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $185.8M across 515 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6320451 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Kimberley's firm compares
- Lifetime Wealth Management's average account is about $361,000, from its Form ADV (assets managed divided by 515 accounts).
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Questions about Kimberley
Is Kimberley Dillingham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberley holds no broker registration, and Lifetime Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberley charge for financial advice?
Kimberley's firm, Lifetime Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberley Dillingham based?
Kimberley Dillingham is based in Montgomery, Texas.
Is Kimberley Dillingham registered with the SEC?
Yes. Kimberley Dillingham is registered as an investment adviser representative in MN (CRD 6320451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifetime Wealth Management manage?
Lifetime Wealth Management reports $185.8M across 515 accounts in assets under management.
How do I contact Kimberley Dillingham?
Contact details aren't on file yet. Search for Lifetime Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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