Assets Under Management

$4.2M

Number of Clients

11

Number of Advisors

1

Average Client AUM

$380K

AUM per Advisor

$4.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Kingsley Financial LLC provides comprehensive financial planning, hourly financial planning, and investment management services. The firm primarily advises on stocks, bonds, mutual funds, and ETFs. Clients grant the firm limited authority to buy and sell securities on a discretionary basis.

Fee Structure

Minimum Investment:None
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness OwnersTax PlanningEstate PlanningInsurance Planning
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Location

SC, United States

1 Advisors at this firm