Kimery Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kimery Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice the client.”

How Kimery Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the Tennessee median of $275. 73% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 6 of the 10 other planners in Memphis that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Tennessee median of $3,000. 88% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Memphis that publish a flat or project fee charge less.

About Kimery Wealth Management, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

471

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$555,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288229

Website

youtube.com/@kimerywealthmanagement931 (opens in new tab)

Phone

(901) 291-5500

Can advise clients in 12 states: Alabama, Arkansas, California, Florida, Georgia, Louisiana, Mississippi, North Carolina, New York, Ohio, Tennessee, Texas

Other planners in Memphis that publish fees

• Brandon Financial Planning, Inc.Memphis$500/hr
• Cothran Capital, LLCMemphis$300/hr, $495
• Crest Private Wealth, LLCMemphis$500⁠-⁠$600/hr, $1,000⁠-⁠$40,000
• Dogwood Financial PlanningMemphis$300/hr, $500
• Eaglestrong FinancialMemphis$200/hr, $100⁠-⁠$500/mo
• Envision Financial Planning, LLCMemphis$500/hr

Compare all 26 planners in Memphis