Kimberly Nickel
Illumination Wealth Management · La Grange, Texas
Kimberly Nickel is a fee-only financial advisor at Illumination Wealth Management in La Grange, Texas, who holds the CFP credential. Kimberly charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $18,000 a year) and focuses on flat-fee planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Real estate investors
- Executives
- Retirees
Facts
| Firm | Illumination Wealth Management |
|---|---|
| Based in | La Grange, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $18,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $471.1M across 1,246 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6825108 |
| Exams passed | Series 63 (2017) · Series 65 (2019) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.illuminationwealth.com |
Request an introduction to Kimberly
Tell Kimberly a little about what you're looking for. Kimberly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kimberly
Is Kimberly Nickel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Illumination 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 charges a flat fee or retainer and an ongoing planning fee.
How much does Kimberly charge?
According to Illumination Wealth Management's website, checked October 30, 2026: ongoing planning from $18,000 a year.
Does Kimberly work with clients virtually?
Yes. Illumination Wealth Management says on its website that it works with clients remotely.
Where is Kimberly Nickel based?
Kimberly Nickel is based in La Grange, Texas.
What does Kimberly specialize in?
Kimberly's specialties include flat-fee planning, tax planning, estate & legacy planning, real estate investors, small business owners and equity compensation. Kimberly works with founders, real estate investors, executives and retirees.
What credentials does Kimberly Nickel hold?
Kimberly Nickel holds the CFP credential.
Is Kimberly Nickel registered with the SEC?
Yes. Kimberly Nickel is registered as an investment adviser representative in TX (CRD 6825108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Illumination Wealth Management manage?
Illumination Wealth Management reports $471.1M across 1,246 accounts in assets under management.
How do I contact Kimberly Nickel?
Through Kimberly's website, www.illuminationwealth.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
- Illumination 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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