A complete list of active advisors currently associated with Kingdom Financial Group, LLC

Warmer can help you find a great advisor at Kingdom Financial Group, LLC or one who fits your needs even better.

Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, offering discretionary portfolio management, written comprehensive and targeted financial plans, seminars, and complimentary newsletters. The firm reports about $520.9 million in discretionary assets under management and operates with a team of roughly 18 advisors serving approximately 1,785 clients. For investment management, Kingdom uses a sub‑advisory relationship with AE Wealth Management to access model portfolios, third‑party money managers, and a wrap fee program, and it requires clients to custody assets at Fidelity or Charles Schwab. Financial planning and consulting are offered as separate services (fixed‑fee plans or hourly consulting), and the firm notes it may recommend non‑traded or private placement investments in certain circumstances. Distinctive features include the firm’s affiliated insurance activities—an affiliated insurance entity (Fullerton Financial Planning) and representatives who commonly act as licensed insurance agents and may receive commissions for insurance and annuity sales, which the brochure discloses as a potential conflict of interest. The brochure also discloses a June 2024 administrative consent order with the Arizona Corporation Commission (including a $3,000 penalty), describes complimentary newsletters and public seminars, notes use of AI tools for meeting transcription, and identifies an affiliated tax preparation service.

To learn more about the advisors currently working at Kingdom Financial Group, 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.