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Dallas Fox

3 Years of Experience
Peoria, AZ

Dallas Fox is a registered investment advisor at Kingdom Financial Group, LLC, based in Peoria, AZ, with 3 years of industry experience. Dallas 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
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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Employment History
Current Registrations
Kingdom Financial Group, LLC
March 2023 - Present · 3 yrs 7 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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