Stephanie Fullerton
Stephanie Fullerton is a registered investment advisor at Kingdom Financial Group, LLC, based in Peoria, AZ, with 8 years of industry experience. Stephanie 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
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
Location
14155 N. 83 Ave #144, Peoria, AZ, 85381
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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
Stephanie is a shareholder in a commercial lease entity, a marketing organization, a charitable foundation, a defined benefit pension plan, and a financial planning company. Stephanie is also a financial advisor and licensed insurance agent at Fullerton Financial Planning, dedicating nearly full-time hours to providing financial planning strategies.
Employment History
Current Registrations
Kingdom Financial Group, LLC
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
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