Kendall King is a CFP-designated registered investment advisor at Castlepoint Wealth Advisors, based in Oklahoma City, OK, with 23 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 259 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. There may be legacy clients under a different fee schedule. Castlepoint generally requires a minimum annual fee of $15,000 for investment management services.
Fee Estimator
Contact
Kendall King
Location
7308 N. Classen Blvd., Oklahoma City, OK, 73116
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Kendall works as an executive coach with Brave Group since January 2024. This activity is not investment-related.
Employment History
Current Registrations
Castlepoint Wealth Advisors
Previous Registrations
The Legacy Financial Group, INC.
The Financial & Business Research Corporation
UBS Financial Services INC.
State Registrations2 states
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
Additional Information
Kendall is the Founder and CEO of Castlepont Wealth Advisors. In addition to attaining his CFP designation, he has also earned the AEP designation. With 17 years of experience advising clients on a wide range of investment, estate, tax and other wealth management topics, he serves as lead advisor to a diverse group of clients, with special focus on oil and gas professionals. Kendall has authored a book, “Abundance,” and is regularly interviewed by publications on investment and financial planning topics. He values staying informed on best industry and client practices so he regularly invests time in professional development.