Kimberly Ball
Ball Wealth Management · Atlanta, Georgia
Kimberly Ball is a fee-only financial advisor at Ball Wealth Management in Atlanta, Georgia. Kimberly focuses on retirement planning, estate & legacy planning and tax planning. Ball Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Ball Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $86.3M across 171 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7374419 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ballwealthmgt.com |
| Profile |
How Kimberly's firm compares
- Ball Wealth Management's average account is about $504,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Kimberly
Is Kimberly Ball a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Ball Wealth Management 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, Ball Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberly Ball based?
Kimberly Ball is based in Atlanta, Georgia.
What does Kimberly specialize in?
Kimberly's specialties include retirement planning, estate & legacy planning, tax planning, divorce financial planning and small business owners.
Is Kimberly Ball registered with the SEC?
Yes. Kimberly Ball is registered as an investment adviser representative in GA (CRD 7374419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ball Wealth Management manage?
Ball Wealth Management reports $86.3M across 171 accounts in assets under management.
How do I contact Kimberly Ball?
Through Kimberly's website, www.ballwealthmgt.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
- Ball Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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