Kingdom Wealth Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and financial planning to individuals and high‑net‑worth clients, and it works with retirement accounts including IRAs and plan accounts. When advising retirement plan accounts or individual retirement accounts, the firm acknowledges its fiduciary duties under ERISA and the Internal Revenue Code.
The firm develops a written Investment Policy Statement for each client and typically favors passive investments implemented with a long‑term trading approach informed by Modern Portfolio Theory; it generally manages client accounts on a discretionary basis and documents clients’ risk tolerance. Clients may impose investment restrictions for values‑based reasons, and the firm monitors and reviews accounts at least annually and in response to material events.
Noteworthy operational features include serving pension or profit‑sharing plan clients and providing a formal ERISA fiduciary acknowledgement for retirement accounts, a service profile that is less common among independent advisers. The firm also requires custody on a single platform (Altruist) and discloses that its one‑time financial planning fee may be donated to a nonprofit or waived, which are distinctive practices for a firm of this type.
Client services
Expertise
Fee options
One-time fixed financial planning fee of $500 (which will be donated to City Hope Arizona); financial planning fee may be waived.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Main office
2162 E Williams Field Rd, Suite #111
Gilbert AZ 85295
Advisors at this office
1
Most active in
Arizona · Virginia
Also doing business as
Kingdom Wealth Advisers · Kingdom Wealth Advisers, LLC · Kingdom Wealth Advsers, LLC · Lombardozzi, 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 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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)