EG
EG

Elijah Gallardi

7 Years of Experience
Peoria, AZ
May Earn Commission

Elijah Gallardi is a registered investment advisor at Kingdom Financial Group, LLC, based in Peoria, AZ, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,549 clients with $340M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,549 clients
Average Client Portfolio
$220K average
Assets Under Management
$340.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Kingdom Financial Group does not directly manage investments for individual clients. Instead, they refer clients to third-party money managers. The fees for these managers vary depending on the advisor selected, the amount of assets managed, and the number of accounts. Kingdom Financial Group receives a portion of the fee charged by the third-party manager as a referral fee.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Kingdom Financial Group, LLC
April 2025 - Present · 1 yr
Previous Registrations
Schwab Wealth Advisory, INC.
April 2021 - April 2025 · 4 yrs
Charles Schwab & CO., INC.
April 2021 - March 2023 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
January 2021 - April 2025 · 4 yrs 3 mos
Vanguard Marketing CorporationBroker
November 2018 - December 2020 · 2 yrs 1 mo
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.
Elijah Gallardi - Financial Advisor | TrueAdvisor