King Retirement Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
King Retirement Solutions, LLC serves individual and high‑net‑worth clients as well as business entities, providing financial planning, insurance reviews and asset management services. Its offerings include hourly financial planning and complimentary basic life insurance analyses, asset management delivered through Orion Portfolio Solutions, and referrals to third‑party money managers.
The firm relies on fundamental, technical and cyclical analysis to develop tailored strategies based on documented client goals, time horizons and risk tolerance. It typically operates in a non‑discretionary, co‑advisory capacity with third‑party managers, obtains client approval for transactions, and performs quarterly reviews with at least annual client meetings.
Noteworthy features for this firm are its predominantly non‑discretionary asset base (about $2.0 million in non‑discretionary AUM and no discretionary AUM reported) and the principal’s concurrent role as a licensed insurance agent who spends a substantial portion of time on insurance activities and may receive commissions. The brochure also discloses referral and incentive arrangements with a third‑party manager and an emphasis on no‑charge insurance reviews and analyses as part of client services.
Client services
Expertise
Fee options
All Assets+: 1.00% annually (KRS annual advisory fee on assets managed through Orion Portfolio Solutions)
$200 per hour for financial planning
Main office
North Port FL
Advisors at this office
1
Most active in
Colorado · Florida
Also doing business as
King Retirement Solutions, LLC · Ks Retirement Solutions, LLC
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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