CFP
CFP
Kimberly Houston is a CFP-designated registered investment advisor at Innermost Wealth Management, LLC, based in Troy, MI, with 10 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Financial Planning & Coaching, Insurance Planning, and 11 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $8,200 for Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Troy, MI
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2025Employment History
Current Registrations
Innermost Wealth Management, LLC
July 2025 - Present · 9 mos
Previous Registrations
Nectarine
January 2025 - May 2025 · 4 mos
Origin Investment Advisory LLC
May 2022 - February 2025 · 2 yrs 9 mos
Kaydan Wealth Management, INC.
June 2020 - May 2022 · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
February 2020 - May 2020 · 3 mos
Raymond James Financial Services Advisors, INC
February 2020 - May 2020 · 3 mos
LPL Financial LLC
January 2018 - January 2020 · 2 yrs
LPL Financial LLCBroker
January 2018 - January 2020 · 2 yrs
Rehmann Financial
October 2015 - May 2017 · 1 yr 7 mos
Royal Alliance Associates, INC.Broker
July 2014 - May 2017 · 2 yrs 10 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.