Kingsley Financial is a registered investment advisor located in South Carolina, founded in 2015 and led by principal owner and Certified Financial Planner Steven Bradley Kingsley. The firm offers comprehensive financial planning, hourly financial planning, and investment management services. Comprehensive financial planning involves ongoing collaboration with clients to develop, implement, and monitor a personalized financial plan, with continuous investment advice provided at no additional fee. Hourly financial planning covers specific topics such as business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, retirement planning, risk management, and tax planning strategies. Investment management services focus on building portfolios primarily using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, managed on a discretionary basis according to the client's goals, risk tolerance, and tax considerations. Kingsley Financial operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annualized fees range from 0.50% to 0.85% based on client needs and complexity. Fees are negotiable.