# Kimberly Owen

> Kimberly Owen is a fee-only financial advisor at Prostatis Group in Hanover, Maryland, who holds the CFP credential. Kimberly focuses on retirement planning, tax planning and estate & legacy planning. Prostatis Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kimberly-owen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prostatis Group
- **Based in:** Hanover, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $605.4M across 3,806 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5214548 (https://adviserinfo.sec.gov/individual/summary/5214548)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (2006)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** http://prostatisadvisors.com

## Frequently asked questions

### Is Kimberly Owen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Prostatis Group 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, Prostatis Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Kimberly charge?

According to Prostatis Group's website, checked October 30, 2026: a $500,000 asset minimum.

### Does Kimberly work with clients virtually?

Yes. Prostatis Group says on its website that it works with clients remotely.

### Where is Kimberly Owen based?

Kimberly Owen is based in Hanover, Maryland.

### What does Kimberly specialize in?

Kimberly's specialties include retirement planning, tax planning and estate & legacy planning. Kimberly works with retirees and pre-retirees.

### What credentials does Kimberly Owen hold?

Kimberly Owen holds the CFP credential.

### Is Kimberly Owen registered with the SEC?

Yes. Kimberly Owen is registered as an investment adviser representative in MD (CRD 5214548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prostatis Group manage?

Prostatis Group reports $605.4M across 3,806 accounts in assets under management.

### How do I contact Kimberly Owen?

Through Kimberly's website, prostatisadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5214548): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://prostatisfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.