Kimberly Burdette-Hord is a CFP-designated registered investment advisor at Opinicus, based in Tampa, FL, with 14 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 257 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.68% |
| $10M+ | 0.40% |
Must also purchase a financial plan. Fees are negotiable.
Fee Estimator
Location
3014 West Palmira Ave, Ste. 201, Tampa, FL, 33629
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kimberly is a licensed independent insurance agent and director at Opinicus Financial Group, managing client insurance needs, dedicating minimal time. She is also a manager at Opinicus Tax & Accounting, spending about 10-20% of her time there.
Employment History
Current Registrations
Opinicus
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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.