Advisor at Kingsview Wealth Management, 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
Kingsview Wealth Management, LLC
Location
Martinsville, VA 24112
Credentials
Series 66
Industry experience
16 years
Michael Gourley is a financial advisor at Kingsview Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of his advisory role, he is associated with Bowen Minerals, LLC, a mineral rights business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.
Based on Kingsview Wealth Management, LLC
Based on Kingsview Wealth Management, LLC
Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Commission from insurance products and futures trading if IARs are licensed; commissions vary
Hourly financial planning fees charged, specific rates not stated
Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable
156 East Market St, 1 St Floor
Martinsville, VA 24112
Virginia
Kingsview Wealth Management Llc
2024 - Present (2 years)
Kingsview Partners LLC
2024 - Present (2 years)
Edward Jones
2009 - 2024 (15 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate 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.
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
Martinsville, VA
Edward Jones
Series 63, Series 65
Martinsville, VA
LPL Financial
Series 66
Martinsville, VA
LPL Financial
Series 66
Martinsville, VA
Raymond James Financial
CFP®, ChFC®, Series 63
Collinsville, VA
Cetera
Series 63, Series 66
Martinsville, VA
LPL Financial
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