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, 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.

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
Gw King	North Port, FL	37

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