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Gw King

Advisor at King Retirement Solutions, LLC

Updated today

Location

North Port, FL

Credentials

Series 63, Series 65

Industry experience

36 years

About

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

Client services

Based on King Retirement Solutions, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on King Retirement Solutions, LLC

General retirement planning Social Security optimization Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0+: 1.00% annually (negotiable) - Asset Management through Orion Portfolio Solutions $0+: 2.00% maximum advisory fee for Strategic Portfolios (1.00% paid to KRS, 1.00% to Gradient Investments) $0+: 1.80% maximum advisory fee for Tactical Portfolios (1.00% paid to KRS, 0.80% to Gradient Investments) $0+: 1.70% maximum advisory fee for Allocation & Defined Outcome Portfolios (1.00% paid to KRS, 0.70% to Gradient Investments) $0+: 1.00% maximum advisory fee for Preservation Portfolios (0.60% paid to KRS, 0.40% to Gradient Investments) $0+: 1.50% maximum advisory fee for Private Wealth Portfolios (1.00% paid to KRS, 0.50% to Gradient Investments)

Project-based

$200 per hour for financial planning

Other

Fee-only: Hourly fee of $200 for financial planning (fee may be waived if plan implemented through KRS)

Location

North Port, FL

Most active in

Colorado · Florida

Work history

Dancing Moon Travel

2025 - Present (1 year)

King Retirement Solutions, LLC

2018 - Present (8 years)

Brokers Financial

2017 - 2019 (2 years)

Brokers International Financial Services, LLC.

2014 - 2019 (5 years)

Sole Proprietor GW King

1989 - Present (37 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Business ownership considerations Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Elm Tree Capital Management and Key Corp. since 2010. Elm Tree Capital Management is a boutique discretionary investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm focuses on income generation and capital preservation through a buy-and-hold strategy centered on dividend-paying equities, fixed-income securities, ETFs, and mutual funds, supported by fundamental and proprietary credit analysis.

Income planning Wealth management
user avatar

Larry B

Series 63, Series 65

Venice, FL

Bright Asset Management

Larry Bright is the managing member of Bright Asset Management with 24 years of industry experience. He has led Bright Asset Management since 2006 and previously worked at Digitafi LLC from 2019 to 2022. Larry holds Series 63 and Series 65 licenses. Bright Asset Management is an independent advisory firm serving individuals, high-net-worth clients, families, trusts, and estates. The firm provides investment supervisory and consulting services with a dynamic, tactical asset allocation approach across various asset classes, managing accounts on a discretionary basis and offering specialized services such as estate planning and coordination of external assets.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy
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Mary H

Series 63, Series 65

Venice, FL

Sutton Place Capital Management LLC

Mary Holland is a financial advisor at Sutton Place Capital Management LLC with 18 years of experience. She holds Series 63 and Series 65 licenses and has worked exclusively at Sutton Place since 2008. Sutton Place Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical analysis to manage client-specific investment policies, including socially responsible screens when requested.

ESG / Sustainable investing
user avatar

Henry T

CFA®, Series 63, Series 65

Punta Gorda, FL

Veritas

Henry Tebben is a CFA® charterholder with 20 years of experience in the financial industry. He is the sole advisor at Veritas, a firm he has been associated with since 2015, and has also worked with Princor and Principal Life since 2004. Veritas is a boutique, fee-only registered investment adviser that primarily serves qualified retirement plans for corporations, not-for-profits, foundations, trusts, and municipalities, as well as individual clients. The firm employs a risk-aware, long-term investment approach emphasizing asset allocation, diversification, and a combination of active and passive strategies, and it offers services ranging from plan design to ongoing monitoring and manager oversight.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Wealth management Founder/Business Owner
user avatar

Steven K

CFP®, Series 63, Series 66

Nokomis, FL

Kienzle Wealth Consulting LLC

Steven Kienzle is a CFP® professional with 32 years of experience in the financial services industry. He is the principal of Kienzle Wealth Consulting LLC, an independent firm he founded in 2021. Prior to this, he worked for over 25 years at Fidelity in various advisory roles. Kienzle Wealth Consulting LLC provides comprehensive financial planning to individuals and high-net-worth clients, focusing on detailed advice rather than discretionary portfolio management. The firm offers services including retirement, estate, tax strategies, and business planning, and uses a tiered flat-fee schedule rather than asset-based fees.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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