Kimberly Bolton
YFP Wealth · Berry, Alabama
Kimberly Bolton is a fee-only financial advisor at YFP Wealth in Berry, Alabama, who holds the CFP credential. YFP Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | YFP Wealth |
|---|---|
| Based in | Berry, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $53.2M across 715 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, OH, TX · CRD 7334456 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | yfpwealth.com |
How Kimberly's firm compares
- YFP Wealth's average account is about $74,000, from its Form ADV (assets managed divided by 715 accounts).
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Questions about Kimberly
Is Kimberly Bolton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and YFP Wealth 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, YFP Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberly Bolton based?
Kimberly Bolton is based in Berry, Alabama.
What credentials does Kimberly Bolton hold?
Kimberly Bolton holds the CFP credential.
Is Kimberly Bolton registered with the SEC?
Yes. Kimberly Bolton is registered as an investment adviser representative in AL, OH and TX (CRD 7334456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does YFP Wealth manage?
YFP Wealth reports $53.2M across 715 accounts in assets under management.
How do I contact Kimberly Bolton?
Through Kimberly's website, yfpwealth.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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