Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
5 years
Location
Berry, AL
YFP Wealth
Supported
Kimberly Bolton is a CFP® and Series 65-licensed advisor with five years of industry experience. She has worked at Your Financial Pharmacist since 2020 and previously was affiliated with The University of Alabama from 2016 to 2020. She is part of YFP Wealth, a firm that serves individuals, families, and small-business plan sponsors with comprehensive financial planning and investment management. YFP Wealth focuses on passive investment strategies with discretionary account management and integrates the Kinder Method (EVOKE) life-planning process into its services, while also offering educational seminars and targeted outreach to the pharmacy profession through its nonprofit affiliate, YFP Gives.
Based on YFP Wealth
Based on YFP Wealth
Initial fee of $1,500-$3,500 for Comprehensive Financial Planning with Investment Management; Life Planning flat fee of $1,500 for individuals or $2,500 for couples; Educational seminars fees ranging from $500 to $10,000 per engagement
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.70% $4,000,001 - $8,000,000: 0.60% $8,000,001+: 0.50%
Account minimum: $250,000 Minimum fee: $5,000 minimum annual fee for Comprehensive Financial Planning with Investment Management; $1,000 minimum annual fee for Investment Management
Berry, AL
Berry AL
Advisors at this office
1
Alabama · Ohio · Texas
5 years of industry experience
Your Financial Pharmacist
2026 - Present • 1 year
New Albany, OH
Your Financial Pharmacist
2020 - 2026 • 6 years
Orient, OH
The University of Alabama
2016 - 2020 • 4 years
Tuscaloosa, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 66
Fayette, AL
Edward Jones
Michael Snider is a CFA® charterholder and holds a Series 66 designation, with nine years of experience in the financial industry. He has been with Edward Jones since 2017 and previously worked at Hubbard, McIlwain & Brakefield, P.C. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Fayette, AL
Edward Jones
Julie Lucas is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2018 and previously worked at Rodney Tittle, DMD from 2016 to 2018. In addition to her advisory role, she has been involved with Rodan and Fields since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.
Series 63
Fayette, AL
Edward Jones
Kerry Kerr is a financial advisor with Edward Jones in Fayette, Alabama, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved as a co-signer for a sports car repair shop in Birmingham, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
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