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Credentials
CFP®, Series 66
Experience Industry experience
17 years
Location
Carrabasset Valley, ME
Raymond James Financial
Institution
Kimberley Mondonedo is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where she has worked since 2008 and has 17 years of industry experience. She is also an author currently writing a memoir. Additionally, she serves as a member of the Town of Topsham, Maine Finance Committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through an affiliated municipal advisor.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Carrabasset Valley, ME
Carrabasset Valley ME
Advisors at this office
1
Maine · Texas
17 years of industry experience
Raymond James Financial Services Advisors, INC.
2009 - Present • 17 years
Topsham, ME
Raymond James Financial Services, INC.
2008 - Present • 18 years
Topsham, ME
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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