King Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,117,891
Clients
69
Advisors
3
of 4 employees
About
King Financial provides investment and planning services to individuals (including high‑net‑worth clients), as well as corporations and retirement plans, offering ongoing portfolio management, financial planning, pension consulting, and real‑estate related advisory services. The firm also facilitates referrals to third‑party managers and implements client strategies through custodial accounts and documented investment policy statements.
The firm’s investment approach emphasizes modern portfolio theory and a long‑term trading horizon, tailoring asset allocation and security selection to each client’s goals, time horizon, and risk tolerance while primarily recommending mutual funds, ETFs, fixed income, and equities. King Financial documents suitability and monitors accounts regularly, and may place portions of client assets with outside, discretionary managers to implement certain strategies.
Notable distinctions include affiliated activities uncommon among peers: a licensed insurance producer and an accounting professional are part of the firm’s advisory capabilities, so insurance solutions and tax/accounting perspectives are regularly integrated into client work. The firm also offers specialized services that are less typical for a firm of its size, including ongoing 1031 exchange and Delaware Statutory Trust (DST) advisory support and Qualified Opportunity Zone fund analysis, and it acts as a solicitor for an independent third‑party investment platform.
Client services
Expertise
Fee options
Qualified Opportunity Zone Advisory Services fixed fees range from $5,000 to $25,000 depending on engagement
1.00% annually for Portfolio Management, Pension Consulting, and Real Estate Advisory Services (1.00% of initial DST investment value, charged annually for first 5 years)
$500 per hour for Pension Consulting, Financial Planning, and Qualified Opportunity Zone Advisory Services
Main office
Lathrop CA
Advisors at this office
3
Most active in
California · Montana · Texas
Also doing business as
King Financial · King Financial Incorporated
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Christopher F
Series 65
Lathrop, CA
King Financial
Christopher Fahey is a Series 65 licensed advisor with King Financial, where he has worked since 2024. He has over a decade of entrepreneurial experience, including founding Gravity Picks Inc and previously operating Elite DJ. Fahey also has a background in accountancy through Tim Wheeler Accountancy Corporation. King Financial offers investment and planning services to individuals, corporations, and retirement plans, utilizing a long-term investment approach based on modern portfolio theory. The firm integrates insurance and tax perspectives into client work and provides specialized advisory services such as 1031 exchange and Qualified Opportunity Zone fund analysis.
Timothy W
Series 65
Lathrop, CA
King Financial
Timothy Wheeler is a Series 65-registered advisor at King Financial with three years of industry experience. He has a background in accounting, operating his CPA practice, Wheeler CPA Group PC, since 2017. Prior to this, he worked at Bill Pollard CPA for 14 years. King Financial provides investment and planning services to individuals, corporations, and retirement plans, offering portfolio management, financial planning, pension consulting, and real estate advisory services. The firm employs a modern portfolio theory approach with a long-term horizon and integrates insurance and tax/accounting expertise into its client services.
Devin K
Series 66
Lathrop, CA
King Financial
Devin King is a financial advisor at King Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Equitable Advisors before joining King Financial in 2015. Outside of his advisory role, he is involved in buying and selling collectibles through Damask Holdings. King Financial provides investment and planning services to individuals, corporations, and retirement plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a modern portfolio theory approach and integrates insurance and tax expertise into client strategies.
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