Kingsmore Wealth Management provides financial planning services to individuals, high-net-worth individuals, and businesses. These plans cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Kingsmore Wealth Management also offers comprehensive estate planning, working with clients' attorneys and CPAs to develop and implement plans. KWM may direct clients to third-party investment advisors and is compensated via a fee share from those advisors.
Assets Under Management$290K
Clients1
Advisors1
Avg. per Client$290K
Avg. per Advisor$290K
Fee Structure
- Comprehensive financial plan — $500 to $10,000, depending on complexity.
- Hourly consulting — $200 to $500 per hour.
One-Time Plan:$500 - $10,000
Hourly Rate:$200 - $500/hr
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