Kingsley Wealth Partners is a registered investment advisor based in Gilbert, Arizona, founded in 2025. The firm offers discretionary and non-discretionary portfolio management, comprehensive and modular financial planning, and customized private wealth services for high-net-worth individuals, families, trusts, estates, and small businesses. Investment strategies incorporate fundamental and technical analysis alongside modern portfolio theory, with portfolios tailored to each client's specific risk tolerance, time horizon, and goals. The firm does not have a minimum account size requirement.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are negotiable and may vary based on the specific scope of services, complexity, and client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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