# Kimberly Wirtz

> Kimberly Wirtz is a fee-only financial advisor at John E. Sestina and Company in Columbus, Ohio, who holds the CFP credential. Kimberly charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/kimberly-wirtz/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** John E. Sestina and Company
- **Based in:** Columbus, Ohio
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $744.0M across 12,193 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Early-career professionals
- **CRD:** 6679039 (https://adviserinfo.sec.gov/individual/summary/6679039)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://managingtobewealthy.com/take-action

## Frequently asked questions

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

Yes. Kimberly Wirtz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kimberly's firm.

### How does Kimberly Wirtz charge for financial advice?

Kimberly Wirtz charges a percentage of assets and an ongoing planning fee.

### How much does Kimberly Wirtz charge?

According to John E. Sestina and Company's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Kimberly Wirtz based?

Kimberly Wirtz is based in Columbus, Ohio.

### What does Kimberly Wirtz specialize in?

Kimberly Wirtz's specialties include retirement planning, estate & legacy planning and tax planning. Kimberly works with early-career professionals.

### What credentials does Kimberly Wirtz hold?

Kimberly Wirtz holds the CFP credential.

### Is Kimberly Wirtz registered with the SEC?

Yes. Kimberly Wirtz is registered as an investment adviser representative in OH (CRD 6679039), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does John E. Sestina and Company manage?

John E. Sestina and Company reports $744.0M across 12,193 accounts in assets under management.

### How do I contact Kimberly Wirtz?

Through Kimberly Wirtz's website, managingtobewealthy.com/take-action.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1302): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.managingtobewealthy.com/contact/): specialties, clients served, and fees, checked October 28, 2026

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