Garland Risner
Garland Risner is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in Nampa, ID, with 22 years of industry experience. Garland 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, Investment Management, and 2 more. Their firm serves 9,250 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingswood Wealth Advisors typically charges a percentage of the assets in your account, up to 2.5% annually. The exact fee is negotiable and may vary depending on your financial advisor. Fees are usually assessed quarterly based on the prior quarter-end value. KWA also offers a wrap fee program that bundles advisory fees, commissions, and custodian fees into one charge. KWA may also assess a platform fee up to 0.30% to cover the cost of maintaining its platform and to offset certain administrative costs and services. Accounts below KWA’s minimum account level of $100,000, will be assessed a $20.00 quarterly fee.
Location
Nampa, ID
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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 ActivitiesSells Insurance
Garland is the president and 50% owner of Paradigm Wealth Services, Inc., a securities business operating company, and also sells fixed insurance under the same marketing name. He also has 50% ownership in Paradigm Real Estate Holding Company, LLC, Twilight Storage LLC, and Two Seven Delta LLC.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Previous Registrations
Paradigm Wealth Services, INC.
Commonwealth Financial Network
Securian Financial Services, INC.
Ws Griffith Securities, 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.