Advisor at Kinghorn Law | Financial
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
Kinghorn Law | Financial
Location
Tucson, AZ 85718
Credentials
Series 65
Industry experience
1 year
Michael Shipley is a financial advisor at Kinghorn Law | Financial in Tucson, AZ, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kahuna Marketing and the Church of Jesus Christ of Latter-Day Saints. Kinghorn Law, LLC provides advisory services primarily as a co-advisor, referring clients to a single third-party manager, Matson Money, for discretionary asset management. The firm serves individuals, high-net-worth clients, and business entities, and also offers educational seminars as well as legal and insurance services.
Based on Kinghorn Law | Financial
$0 - $1,000,000: 1.0% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.60%
3573 East Sunrise Drive, Suite 209
Tucson, AZ 85718
Arizona
Kinghorn Law, LLC
2024 - Present (2 years)
Church of Jesus Christ of Latter-Day Saints
2022 - 2023 (1 year)
Unemployed, Relocation
2022 - 2022 (1 year)
Kahuna Marketing
2013 - 2022 (9 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.
Lawyer
They provide legal services, typically billed separately.
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.
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.
Series 63, Series 65
Tucson, AZ
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Series 63, Series 65
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CFP®
Tucson, AZ
Beckett Collective
CFP®
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Forthright Finances LLC
Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.
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