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KingsMark Private Financial Advisors, LLC

Updated today

Client assets under management

$387,032,010

Clients

416

41% high-net-worth

Advisors

5

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

83

High

Average account size

$930,365

About

KingsMark serves individuals (including high‑net‑worth clients), trusts, corporations and retirement plans with financial planning, consultations, and ongoing portfolio management. The firm offers both full and modular financial plans and provides retirement‑plan consulting and participant‑level education in addition to discretionary and non‑discretionary investment management.

Its investment approach emphasizes fundamental analysis and asset‑allocation models, with continuous monitoring, rebalancing and a mix of long‑ and short‑term strategies. Notably, the firm’s listed investment toolkit includes derivatives—covered and uncovered calls and put options—and it may use margin or borrowing in separately managed accounts.

KingsMark discloses affiliations with accounting professionals who provide accounting and tax services through separate businesses, a relationship the firm treats as a potential conflict and manages through disclosure and policies. The firm also provides ERISA fiduciary consulting to plan sponsors for non‑discretionary advice and maintains relationships with multiple custodians and third‑party managers to implement client strategies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees up to $10,000 for financial plans and consultations, negotiable

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.70% $4,000,001+: 0.50%

Commissions

Insurance products sold by representatives may generate commissions, separate from advisory fees

Project-based

Hourly rates up to $300 per hour for financial planning and consultation services

Other

Minimum fee: Minimum fee of $250 for a financial plan charged as a fixed fee Fee-only: Financial planning fees charged as fixed fees up to $10,000 or hourly up to $300/hour (negotiable)

Main office location

KingsMark Private Financial Advisors, LLC

601 Pointe North Boulevard

Albany GA 31721, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Britt B

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Britt Bazemore is a CFP® professional with 17 years of industry experience, currently serving at KingsMark Private Financial Advisors, LLC since 2008. She is also CEO of Broadview Advisory Group, LLC, where she provides financial advisory and CPA services. Additionally, Bazemore holds roles as an independent insurance agent and serves on the board of Doublegate Country Club as secretary. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing fundamental analysis, asset allocation, and the use of options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar

Noah M

Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar

Thomas S

CFP®, ChFC®, Series 63, Series 65

Albany, GA

KingsMark Private Financial Advisors, LLC

Thomas Sanders is a CFP® and ChFC® with 27 years of industry experience. He has served at KingsMark Private Financial Advisors, LLC since 2008 and has operated his own sole proprietorship since 1985. Outside of his advisory work, he manages several family-owned land and farming businesses, including a hunting guide service and timberland operations. KingsMark Private Financial Advisors serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis, asset-allocation models, and options strategies, with access to affiliated accounting and tax services.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar

Jason P

Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Jason Potter is a financial advisor at KingsMark Private Financial Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside his advisory role, he is also an independent insurance sales agent involved in insurance and annuity product sales. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants, offering financial planning, investment management, and retirement-plan consulting. The firm uses fundamental analysis and asset-allocation models, with ongoing portfolio monitoring and the option to co-advise with third-party managers when appropriate.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
user avatar

Rebecca A

CFP®, Series 66

Albany, GA

KingsMark Private Financial Advisors, LLC

Rebecca Anderson is a CFP® with 20 years of industry experience and has been with Kingsmark Private Financial Advisors, LLC since 2008. She holds a Series 66 license and serves as a managing partner of Westover Land Properties, LLC, a non-investment related business. Kingsmark Private Financial Advisors, LLC serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options strategies as part of its investment approach.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Executive
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