Advisor at King Retirement Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
King Retirement Solutions, LLC
Location
North Port, FL
Credentials
Series 63, Series 65
Industry experience
36 years
Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.
Based on King Retirement Solutions, LLC
Based on King Retirement Solutions, LLC
$0+: 1.00% annually (negotiable) - Asset Management through Orion Portfolio Solutions $0+: 2.00% maximum advisory fee for Strategic Portfolios (1.00% paid to KRS, 1.00% to Gradient Investments) $0+: 1.80% maximum advisory fee for Tactical Portfolios (1.00% paid to KRS, 0.80% to Gradient Investments) $0+: 1.70% maximum advisory fee for Allocation & Defined Outcome Portfolios (1.00% paid to KRS, 0.70% to Gradient Investments) $0+: 1.00% maximum advisory fee for Preservation Portfolios (0.60% paid to KRS, 0.40% to Gradient Investments) $0+: 1.50% maximum advisory fee for Private Wealth Portfolios (1.00% paid to KRS, 0.50% to Gradient Investments)
$200 per hour for financial planning
Fee-only: Hourly fee of $200 for financial planning (fee may be waived if plan implemented through KRS)
North Port, FL
Colorado · Florida
Dancing Moon Travel
2025 - Present (1 year)
King Retirement Solutions, LLC
2018 - Present (8 years)
Brokers Financial
2017 - 2019 (2 years)
Brokers International Financial Services, LLC.
2014 - 2019 (5 years)
Sole Proprietor GW King
1989 - Present (37 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA
Punta Gorda, FL
WorthyNest LLC
As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.
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