King Financial

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Client assets under management

$71,117,891

Clients

86% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,030,694

About

King Financial is a small, supported advisory firm with three advisors managing roughly $107 million for about 69 clients, primarily individuals including high‑net‑worth clients and certain corporate or business entity accounts. The firm provides ongoing portfolio management, financial planning, pension/401(k) consulting, and specialized real estate and Qualified Opportunity Zone advisory services.

The firm documents client goals and risk tolerances in individualized Investment Policy Statements and typically implements long‑term, modern‑portfolio‑theory based strategies that emphasize mutual funds, ETFs, and diversified asset allocations. It may allocate portions of client assets to third‑party managers after due diligence, conducts regular portfolio monitoring and quarterly reporting, and tailors plans to each client’s circumstances.

Distinctive features include that firm principals also operate in related professions—licensed insurance agents and accounting professionals—so the firm can coordinate insurance solutions and tax/accounting considerations alongside advisory work while noting clients are not required to use those services. The firm also provides targeted services for 1031 exchanges and due‑diligence on Delaware Statutory Trusts and Qualified Opportunity Zone funds, models potential tax impacts, coordinates with clients’ tax advisors, and receives fee shares when directing clients to selected third‑party managers.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Real estate investing

Fee options

Fixed

Fixed fees ranging from $5,000 to $25,000 for Qualified Opportunity Zone Advisory Services

Percentage

1.00% annually

Project-based

$500 per hour

Main office location

King Financial

Lathrop CA, United States

Number of offices

Most active in

California · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 925-872-7706

Advisors at this firm

Christopher F

Series 65

Lathrop, CA

King Financial

Christopher Fahey is a financial advisor at King Financial with a Series 65 designation. He has experience at King Financial since 2024 and has held roles at Tim Wheeler Accountancy Corporation and Gravity Picks Inc. Outside of finance, he previously worked in the entertainment industry with Elite DJ. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, and specialized real estate advisory services. The firm uses a long-term, modern-portfolio-theory approach and offers tailored investment strategies including 1031 exchange and Qualified Opportunity Zone consulting.

Real estate investing

Timothy W

Series 65

Lathrop, CA

King Financial

Timothy Wheeler is a financial advisor at King Financial with a Series 65 designation and two years of industry experience. Prior to joining King Financial, he operated his own CPA practice and worked at Bill Pollard CPA for 14 years. He continues to manage his CPA business alongside his advisory role. King Financial serves individuals, high-net-worth clients, and business entities, offering portfolio management, financial planning, pension consulting, and specialized advisory services related to real estate and Qualified Opportunity Zones. The firm employs a long-term, modern-portfolio-theory approach and provides hands-on due diligence for 1031 exchanges and DST investments.

Real estate investing

Devin K

Series 66

Lathrop, CA

King Financial

Devin King is a financial advisor with King Financial in Lathrop, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at King Financial since 2015 and previously spent three years at Client One Securities. Outside of his advisory role, King is an independent licensed insurance agent and manages Damask Holdings, a business involved in buying and selling collectibles. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, pension consulting, and specialized real estate and Qualified Opportunity Zone advisory services. The firm uses a long-term, modern portfolio theory approach and tailors investment strategies to client goals and risk tolerances.

Real estate investing

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