Kimberly Evener
Forza Wealth Management · Sarasota, Florida
Kimberly Evener is a fee-only financial advisor at Forza Wealth Management in Sarasota, Florida. Kimberly focuses on sustainable & impact investing. Forza Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Forza Wealth Management |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $422.4M across 356 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7635652 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.forzawealth.com |
| Profile |
How Kimberly's firm compares
- Forza Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Kimberly
Is Kimberly Evener a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Forza 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, Forza Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Kimberly charge?
According to Forza Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Kimberly Evener based?
Kimberly Evener is based in Sarasota, Florida.
What does Kimberly specialize in?
Kimberly's specialties include sustainable & impact investing.
Is Kimberly Evener registered with the SEC?
Yes. Kimberly Evener is registered as an investment adviser representative in FL and TX (CRD 7635652), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Forza Wealth Management manage?
Forza Wealth Management reports $422.4M across 356 accounts in assets under management.
How do I contact Kimberly Evener?
Through Kimberly's website, www.forzawealth.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
- Forza 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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