DB
DB

Douglas Brown

26 Years of Experience
Scottdale, AZ
Sells Insurance

Douglas Brown is a registered investment advisor at Kingdom Financial Group, LLC, based in Scottdale, AZ, with 26 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,810 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,810 clients
Average Client Portfolio
$288K average
Assets Under Management
$520.9M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiable and generally will not exceed 1.75% annually. Fees are based on factors including the scope and complexity of services, level of assets, and overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

18655 Claret Drive, Scottdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Douglas is a co-founder of Lionheart Wealth Consultants, LLC, a financial consulting business providing financial and insurance advice, spending a few hours per week. He also works as a sales consultant for Sandjos LLC, a junk removal business, dedicating minimal time to this role.

Employment History
Current Registrations
Kingdom Financial Group, LLC
August 2026 - Present · 2 mos
Wealthx Advisors
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Wt Wealth Management, LLC
September 2023 - September 2025 · 2 yrs
Money Concepts Advisory Service
July 2022 - June 2023 · 11 mos
Money Concepts Capital CORPBroker
July 2022 - June 2023 · 11 mos
Northern Trust Investments, Incorporated
July 2015 - July 2022 · 7 yrs
Northern Trust Securities, INC.Broker
July 2015 - July 2022 · 7 yrs
Cavanal Hill Investment Management, INC.
February 2012 - June 2015 · 3 yrs 4 mos
Bosc, INC.
December 2011 - July 2012 · 7 mos
Bosc, INC.Broker
December 2011 - July 2015 · 3 yrs 7 mos
Ing Investment Management CO.
January 2011 - October 2011 · 9 mos
Ing Investments Distributor, LLCBroker
November 2008 - October 2011 · 2 yrs 11 mos
Ing Funds Distributor, LLCBroker
November 2004 - October 2008 · 3 yrs 11 mos
TD Waterhouse Investor Services, INC.
September 2003 - November 2004 · 1 yr 2 mos
TD Waterhouse Investor Services, INC.Broker
January 2000 - November 2004 · 4 yrs 10 mos
State Registrations1 state
AZ
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.