Kimberly Overby
Lindsey & Lindsey Wealth Management · Irvine, California
Kimberly Overby is a fee-only financial advisor at Lindsey & Lindsey Wealth Management in Irvine, California. Kimberly focuses on retirement planning, estate & legacy planning and tax planning. Lindsey & Lindsey Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Lindsey & Lindsey Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.85B across 7,111 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7494413 |
| Firm size | 53 employees |
| Disclosures | None reported |
| Website | www.lindseyandlindsey.com |
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Questions about Kimberly
Is Kimberly Overby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Lindsey & Lindsey 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, Lindsey & Lindsey Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Overby based?
Kimberly Overby is based in Irvine, California.
What does Kimberly specialize in?
Kimberly's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Kimberly works with retirees, pre-retirees, ultra high net worth and multi-generational families.
Is Kimberly Overby registered with the SEC?
Yes. Kimberly Overby is registered as an investment adviser representative in CA (CRD 7494413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lindsey & Lindsey Wealth Management manage?
Lindsey & Lindsey Wealth Management reports $2.85B across 7,111 accounts in assets under management.
How do I contact Kimberly Overby?
Through Kimberly's website, www.lindseyandlindsey.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
- Lindsey & Lindsey 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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