Kimberly Warrick
Libertas Wealth Management Group · Columbus, Ohio
Kimberly Warrick is a fee-only financial advisor at Libertas Wealth Management Group in Columbus, Ohio. Libertas Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Libertas Wealth Management Group |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $163.1M across 1,184 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7342633 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.threads.com/@libertas.wealth |
How Kimberly's firm compares
- Libertas Wealth Management Group's average account is about $138,000, from its Form ADV (assets managed divided by 1,184 accounts).
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Questions about Kimberly
Is Kimberly Warrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Libertas Wealth Management 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, Libertas Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberly Warrick based?
Kimberly Warrick is based in Columbus, Ohio.
Is Kimberly Warrick registered with the SEC?
Yes. Kimberly Warrick is registered as an investment adviser representative in OH (CRD 7342633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Libertas Wealth Management Group manage?
Libertas Wealth Management Group reports $163.1M across 1,184 accounts in assets under management.
How do I contact Kimberly Warrick?
Through Kimberly's website, www.threads.com/@libertas.wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbus
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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