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Joshua Becker

Kingdom Financial Group, LLC
10 Years of Experience
Peoria, AZ
Sells Insurance
View SEC Summary
View SEC Summary

Joshua Becker is a registered investment advisor at Kingdom Financial Group, LLC, based in Peoria, AZ, with 10 years of industry experience. Joshua 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.

Kingdom Financial Group, LLC
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

14155 N. 83 Ave #144, Peoria, AZ, 85381

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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

Joshua is the owner and Director/Managing Partner of Two Nine Group / Impele Holdings LLC, an investment company focused on acquiring or establishing private companies in Africa. He is also a Financial Advisor & Licensed Insurance Agent at Fullerton Financial Planning, spending about a quarter of his time there.

Employment History
Current Registrations
Kingdom Financial Group, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Kingdom Financial Group, LLC
March 2019 - November 2021 · 2 yrs 8 mos
Kingdom Financial Group, LLC
January 2011 - March 2016 · 5 yrs 2 mos
State Registrations8 states
AZCAIDLAMNNHTXWA
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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