Kimberly Voigt
United Wealth Management · Charlottesville, Virginia
Kimberly Voigt is a fee-only financial advisor at United Wealth Management in Charlottesville, Virginia. United Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | United Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $406.6M across 945 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7170268 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.unitedwealthmanagement.com |
How Kimberly's firm compares
- United Wealth Management's average account is about $430,000, from its Form ADV (assets managed divided by 945 accounts).
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Questions about Kimberly
Is Kimberly Voigt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and United 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, United Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Voigt based?
Kimberly Voigt is based in Charlottesville, Virginia.
Is Kimberly Voigt registered with the SEC?
Yes. Kimberly Voigt is registered as an investment adviser representative in TN (CRD 7170268), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does United Wealth Management manage?
United Wealth Management reports $406.6M across 945 accounts in assets under management.
How do I contact Kimberly Voigt?
Through Kimberly's website, www.unitedwealthmanagement.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
- 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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