KV
CFP

Kimberly Anne Vesely

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
282 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$393.5M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
Financial Plan Fee:Up to $25,000
Hourly Rate:Up to $300/hr

FullCircle's advisory fees are based on assets under management and are assessed quarterly in advance. There is a minimum advisory fee of $2,500 per year. The minimum managed account size is $250,000, but both the account minimum and advisory fees are negotiable. Financial planning fees are either fixed or hourly, and are also negotiable, with fixed fees not exceeding $25,000 and hourly rates up to $300 per hour. Clients may also be responsible for additional fees charged by Bill.com for bookkeeping services.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

3400 N. Central Expy, Suite 110, Richardson, TX, 75080

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fullcircle Wealth LLC
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
September 2016 - April 2024 · 7 yrs 7 mos
Quest Capital Management, INC.
March 2011 - May 2016 · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2011 - May 2016 · 5 yrs 4 mos
Dewaay Financial Network, LLCBroker
May 2010 - November 2010 · 6 mos
Dewaay Advisory
May 2010 - November 2010 · 6 mos
Fsc Securities Corporation
January 2010 - May 2010 · 4 mos
Fsc Securities CorporationBroker
March 2009 - May 2010 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Kimberly Anne Vesely - Financial Advisor | AdvisorDiscover