Advisor at Kingswood Wealth Advisors, LLC
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Firm
Kingswood Wealth Advisors, LLC
Location
Dalton, GA 30721
Credentials
Series 66
Industry experience
24 years
Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Dempsey Lord Smith, LLC. Land is also the founder and owner of Stern Investments, LLC, where he provides financial advisory services. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.
Based on Kingswood Wealth Advisors, LLC
Based on Kingswood Wealth Advisors, LLC
Flat fees negotiated for administrative or consultation services, typically $100 to $3,000
up to 2.5% annually (negotiable, varies by client and advisor)
Certain financial advisors may receive commissions on sale of securities or insurance products separately from advisory fees
Hourly fees up to $300/hour for financial consulting services
Account minimum: $100,000 Minimum fee: $20 quarterly fee for accounts below $100,000 Fee-only: Flat fees typically range from $100 to $3,000 for financial consultation services; hourly rates up to $300/hour; institutional consulting fees range from $10,000 to $100,000 per project or annually
906 Vista Drive Suite 100
Dalton, GA 30721
Georgia
Kingswood Capital Advisors
2025 - Present (1 year)
Kingswood Wealth Advisors
2025 - Present (1 year)
Dempsey Lord Smith, LLC
2022 - 2025 (3 years)
FSC securities corporation
2007 - 2022 (15 years)
Dalton Public Schools
1993 - 2025 (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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®, Series 66
Dalton, GA
Dalton Wealth Planners
Series 65
Dalton, GA
Dalton Wealth Planners
Series 63, Series 65
Dalton, GA
Steward Partners Investment Advisory, LLC
CFP®, Series 66
Dalton, GA
Stratos Wealth Partners, Ltd
Series 66
Dalton, GA
Steward Partners Investment Advisory, LLC
Series 66
Dalton, GA
Kingswood Wealth Advisors, LLC
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