Kimberly Terry is a CFP-designated registered investment advisor at First Affirmative Financial Network LLC, based in Colorado Springs, CO, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 2,316 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Affirmative charges a fee based on the value of your investments. The exact percentage depends on the custodian holding your assets (Apex, Goldman Sachs, Schwab, or Orion Portfolio Solutions). These fees cover investment management, and in some cases, custody and clearing costs. Your Network Advisor will also charge a separate fee for their services, which will be added to First Affirmative's fee. Minimum account sizes apply, but may be negotiable.
Location
5475 Mark Dabling Blvd., Suite 320, Colorado Springs, CO, 80918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
First Affirmative Financial Network LLC
Previous Registrations
Transformative Wealth Management LLC
First Affirmative Financial Network LLC
Archvest Wealth Advisors, INC.
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.