Plano, TX Office

Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, including individual and high‑net‑worth investors, retirement plan sponsors, and other institutions, and offers portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm also manages annuity subaccounts and 401(k) participant assets and works with advisors who are licensed to sell insurance products—relationships tied to insurance‑related accounts that are less common among multi‑team peers.

Investment advice is delivered on both discretionary and non‑discretionary bases and is tailored to documented client profiles, with Financial Advisors constructing customized allocations and permitting client‑imposed restrictions. Kingswood operates an open‑architecture platform and frequently uses third‑party managers and sub‑advisors (affiliated and unaffiliated) after due diligence, monitors manager performance, and may employ platforms to facilitate management of held‑away assets without taking custody.

What is distinctive about Kingswood relative to many peers is its integration with affiliated financial entities and the operational model that supports insurance‑linked account management; the adviser discloses selecting affiliated managers and working alongside a related broker‑dealer, and it may receive referral or other forms of compensation in those arrangements. The firm also sponsors a wrap program and provides institutional consulting services, and it documents these affiliations and potential conflicts in its Form ADV disclosures.