TrueAdvisor
TrueAdvisor
KT
CFP
KT
CFP

Kimberly Sue Terry

First Affirmative Financial Network LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
First Affirmative Financial Network LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,316 clients
Average Client Portfolio
$413K average
Assets Under Management
$956.1M

Fee Structure

Minimum Investment:$25K

Location

6317 Fairmount Ave, El Cerrito, CA, 94530

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History

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
First Affirmative Financial Network LLC
October 2025 - Present · 4 mos
Previous Registrations
Transformative Wealth Management LLC
July 2022 - October 2025 · 3 yrs 3 mos
First Affirmative Financial Network LLC
January 2017 - June 2022 · 5 yrs 5 mos
Archvest Wealth Advisors, INC.
June 2015 - January 2017 · 1 yr 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.