Kimberly Houston
Innermost Wealth Management, LLC · Troy, Michigan
Kimberly Houston is a fee-only financial advisor at Innermost Wealth Management, LLC in Troy, Michigan, who holds the CFP and CRPC credentials.
Questions about Kimberly
Is Kimberly Houston a fee-only financial advisor?
Yes. Kimberly Houston is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kimberly's firm.
How does Kimberly Houston charge for financial advice?
Kimberly's firm, Innermost Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Houston based?
Kimberly Houston is based in Troy, Michigan.
What credentials does Kimberly Houston hold?
Kimberly Houston holds the CFP and CRPC credentials.
Is Kimberly Houston registered with the SEC?
Yes. Kimberly Houston is registered as an investment adviser representative in MI (CRD 5924844), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Kimberly Houston?
Contact details aren't on file yet. Search for Innermost Wealth Management, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Innermost Wealth Management, LLC |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in MI · CRD 5924844 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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