A complete list of active advisors currently associated with King Financial Planning & Management, LLC
Warmer can help you find a great advisor at King Financial Planning & Management, LLC or one who fits your needs even better.
King Financial Planning & Management, LLC is a fee-only financial planning firm that provides comprehensive financial planning and education to individuals and non-profit organizations, and it offers group financial education classes. The brochure notes the firm no longer provides investment management or custody of client assets and focuses on planning and advice rather than portfolio administration. The firm develops Investment Policy Statements and typically recommends broadly diversified, low-cost passive mutual funds and ETFs, with an emphasis on controlling equity exposure and market risk. Clients may impose written restrictions on investment types, and the firm does not exercise discretionary authority or monitor accounts after a plan is delivered unless a follow-up engagement is requested. Noteworthy features include the use of hourly billing for planning work rather than percentage-of-assets fees, the provision of seminars and group education, and the advisor’s participation in a government-sponsored financial counseling network for service members (compensated outside the firm). The brochure also emphasizes a fiduciary, fee-only model and a practice of not holding custody of client accounts.
To learn more about the advisors currently working at King Financial Planning & Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 20
|
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