A complete list of active advisors currently associated with King Retirement Solutions, LLC
Warmer can help you find a great advisor at King Retirement Solutions, LLC or one who fits your needs even better.
King Retirement Solutions serves individual and business clients, including high-net-worth individuals, offering comprehensive financial planning, insurance reviews, and portfolio management services. The firm works with a small client base (19 clients) and reports approximately $1.96 million in assets under management, with advisory services billed on a percentage-of-AUM basis and hourly planning available. The firm’s process centers on written financial plans that address topics such as legacy planning, taxes, qualified plans, retirement income, Social Security, divorce, and college planning, typically delivered within 30 days of engagement. Investment management is provided on a non‑discretionary basis through an Orion Portfolio Solutions platform and co‑advisory relationships with third‑party managers; KRS monitors performance, facilitates paperwork, and requires prior client approval for transactions. Notable distinctions include the firm’s insurance affiliation—its managing member is a licensed insurance agent who spends a substantial portion of time on insurance activities and may receive commissions—and the fact that essentially all reported client assets are managed non‑discretionarily, which is uncommon among peers. The brochure also discloses referral and revenue‑sharing arrangements with third‑party managers, a free basic life insurance analysis offered to clients, and the use of workshops or educational outreach as part of its client services; these features are accompanied by disclosure and supervisory procedures to address related conflicts of interest.
To learn more about the advisors currently working at King Retirement Solutions, 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 |
|---|---|---|
North Port, FL
| 36
|
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