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Paul Kingston

Alvin Clay Financial Advisors, LLC
23 Years of Experience
Jenkintown, PA
1 Disclosure
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Paul Kingston is a registered investment advisor at Alvin Clay Financial Advisors, LLC, based in Jenkintown, PA, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $190M in assets under management.

Alvin Clay Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
178 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$186.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.0M1.00%
$2M+0.50%

Fees are negotiable depending on individual client circumstances. Family member accounts may be combined to reach breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

309 York Road, Suite 215, Jenkintown, PA, 19046

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Alvin Clay Financial Advisors, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Meridian Wealth Partners, LLC
April 2017 - December 2024 · 7 yrs 8 mos
Great Valley Advisor Group, INC.
September 2015 - April 2017 · 1 yr 7 mos
LPL Financial LLC
October 2010 - May 2017 · 6 yrs 7 mos
LPL Financial LLCBroker
August 2010 - May 2017 · 6 yrs 9 mos
Citigroup Global Markets INC.
August 2009 - May 2010 · 9 mos
Citigroup Global Markets INC.Broker
December 2007 - May 2010 · 2 yrs 5 mos
Wachovia Securities, LLCBroker
March 2004 - December 2004 · 9 mos
Financial Network Investment CorporationBroker
June 2001 - April 2002 · 10 mos
Penn Securities, INC.Broker
November 1998 - May 2001 · 2 yrs 6 mos
First Union Brokerage Services, INC.Broker
May 1998 - November 1998 · 6 mos
First Clearing CorporationBroker
March 1998 - October 1998 · 7 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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