Kingdom Legacy Advisors

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Client assets under management

$196,542,000

Clients

223

31% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

112

Very High

Average account size

$881,354

About

The firm provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. It offers discretionary asset management through managed account programs and financial planning or consulting, and requires a $500,000 minimum to open an advisory account.

Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. The firm states a primary objective of helping clients maintain purchasing power over the long term, seeks market risks for which clients are compensated, and performs at least quarterly account reviews.

This firm’s organizational profile is distinctive for its client concentration: a single advisor manages roughly 223 client accounts with about $196.5 million in discretionary assets, a client-to-advisor ratio that is uncommon among similar supported firms. The firm also discloses operational features that are less typical — the principal spends time offering insurance products, the adviser is deemed to have limited custody because it accesses client credentials for held‑away accounts, and it uses third‑party service providers that incorporate artificial intelligence subject to periodic due diligence.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Fixed

Fixed fees for financial planning services range from $1,000 to $10,000 per project

Percentage

$0 - $500,000: 1.30% $500,001 - $1,500,000: 0.85% $1,500,001 - $2,500,000: 0.70% $2,500,001 - $3,500,000: 0.60% $3,500,001 - $5,000,000: 0.50% $5,000,001+: 0.40%

Other

Account minimum: $500,000

Main office location

Kingdom Legacy Advisors

Minnetonka MN, United States

Number of offices

Most active in

Minnesota

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (952) 697-2225

Advisors at this firm

Aaron L

CFP®, CFA®, Series 66

Minnetonka, MN

Kingdom Legacy Advisors

Aaron Lindberg is a CFP®, CFA®, and holds a Series 66 license with 27 years of experience in the financial services industry. He currently serves as the sole advisor at Kingdom Legacy Advisors since 2025 and has prior experience at GEN Financial Management, Inc. and Ameriprise Financial Services, Inc. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with a primary objective of helping clients maintain purchasing power over the long term.

Annuities

Barbara M

CFP®, Series 63, Series 65

Minnetonka, MN

Kingdom Legacy Advisors

Barbara Mahr is a CFP®-certified financial advisor at Kingdom Legacy Advisors with over 18 years of experience in the industry. Prior to joining Kingdom Legacy Advisors in 2026, she worked at BlueStem Wealth Partners from 2023 to 2025 and at Ameriprise Financial Services, Inc. from 2005 to 2023. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm specializes in discretionary asset management and tailored investment strategies, focusing on long-term purchasing power maintenance and performing at least quarterly account reviews.

Annuities

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