A complete list of active advisors currently associated with Kingdom Wealth Advisers
Warmer can help you find a great advisor at Kingdom Wealth Advisers or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kingdom Wealth Advisers, 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 |
|---|---|---|
Gilbert, AZ
| 6
|
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