Kimberly Wirtz
John E. Sestina and Company · Columbus, Ohio
Kimberly Wirtz is a fee-only financial advisor at John E. Sestina and Company in Columbus, Ohio, who holds the CFP credential.
- $744M
- Firm assets managed
- $61,000
- Firm's average account
What Kimberly focuses on
Who Kimberly works with
- Early-career professionals
How does Kimberly's firm compare?
-
John E. Sestina and Company's average account is about $61,000, from its Form ADV (assets managed divided by 12,193 accounts).
Questions about Kimberly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $744.0M across 12,193 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6679039 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | managingtobewealthy.com/take-action |
| Profile |
Request an introduction to Kimberly
Tell Kimberly a little about what you're looking for. Kimberly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Columbus
Other advisors in Ohio who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- John E. Sestina and Company website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.