Kimberly Hogue
New Life Financial · Prescott Valley, Arizona
Kimberly Hogue is a fee-only financial advisor at New Life Financial in Prescott Valley, Arizona. New Life Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | New Life Financial |
|---|---|
| Based in | Prescott Valley, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.0M across 31 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2671037 |
| Exams passed | Series 63 (1995) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | newlifefinancial.info |
How Kimberly's firm compares
- New Life Financial's average account is about $98,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Kimberly
Is Kimberly Hogue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and New Life Financial 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, New Life Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Hogue based?
Kimberly Hogue is based in Prescott Valley, Arizona.
Is Kimberly Hogue registered with the SEC?
Yes. Kimberly Hogue is registered as an investment adviser representative in IN (CRD 2671037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Life Financial manage?
New Life Financial reports $3.0M across 31 accounts in assets under management.
How do I contact Kimberly Hogue?
Through Kimberly's website, newlifefinancial.info.
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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