Kimberly Andrews
Birchwood Financial Partners · Bloomington, Minnesota
Kimberly Andrews is a fee-only financial advisor at Birchwood Financial Partners in Bloomington, Minnesota, who holds the CFP credential. Birchwood Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Birchwood Financial Partners |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $853.2M across 1,742 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 7221822 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.klbfinancial.com |
How Kimberly's firm compares
- Birchwood Financial Partners's average account is about $490,000, from its Form ADV (assets managed divided by 1,742 accounts).
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Questions about Kimberly
Is Kimberly Andrews a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Birchwood Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Birchwood Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Andrews based?
Kimberly Andrews is based in Bloomington, Minnesota.
What credentials does Kimberly Andrews hold?
Kimberly Andrews holds the CFP credential.
Is Kimberly Andrews registered with the SEC?
Yes. Kimberly Andrews is registered as an investment adviser representative in MN and TX (CRD 7221822), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birchwood Financial Partners manage?
Birchwood Financial Partners reports $853.2M across 1,742 accounts in assets under management.
How do I contact Kimberly Andrews?
Through Kimberly's website, www.klbfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
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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