Advisor at Valley Forge Investment Consultants, Inc.
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
Valley Forge Investment Consultants, Inc.
Location
Audubon, PA 19403
Credentials
Series 63, Series 65
Industry experience
2 years
William Kingsbury is a financial advisor with Valley Forge Investment Consultants, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Northwestern Mutual. Valley Forge Investment Consultants, Inc. provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth clients, and institutional investors. The firm’s approach emphasizes a structured, five-step client process focused on long-term portfolio strategies using mutual funds, collective investment trusts, and ETFs.
Based on Valley Forge Investment Consultants, Inc.
Based on Valley Forge Investment Consultants, Inc.
Based on Valley Forge Investment Consultants, Inc.
Fixed fees for standalone financial planning services, negotiated per engagement
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.25%
Hourly rates charged for financial planning and consulting services, negotiable based on scope and professional
Account minimum: $1,000,000 Minimum fee: Minimum annual fees of $5,000 for Investment Management Services and $10,000 for discretionary and non-discretionary plan advisory services Fee-only: Negotiable flat fees generally ranging from $7,500 to $125,000 annually for some clients
2500 Monroe Blvd., Suite 100
Audubon, PA 19403
Pennsylvania
Valley Forge Financial Group
2024 - Present (2 years)
Doordash
2024 - 2024 (1 year)
Purshe Kaplan Sterling Investments
2023 - 2024 (1 year)
49 Wealth Management
2023 - 2024 (1 year)
Northwestern Mutual
2022 - 2023 (1 year)
A Dui Pyle
2022 - 2022 (1 year)
Ups
2021 - 2021 (1 year)
Doordash
2020 - 2020 (1 year)
High Point University
2019 - 2023 (4 years)
Sedona Tap House
2019 - 2019 (1 year)
iHop
2018 - 2019 (1 year)
Bishop Shanahan High School
2015 - 2019 (4 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.
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.
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.
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.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
CFP®, Series 63
Malvern, PA
Plumtree Financial Planning
CFP®
Malvern, PA
Ketwich Capital LLC
Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.
CFP®, Series 65
Philadelphia, PA
Pocket Project
Series 65
Wayne, PA
Acadia Investment Advisors LLC
Series 63, Series 65
West Chester, PA
Jura Investments, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")