Advisor at Kingswood Wealth Advisors, 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
Kingswood Wealth Advisors, LLC
Location
Dalton, GA 30721
Credentials
Series 66
Industry experience
2 years
Flat fees typically range from $100 to $3,000 depending on engagement; also flat fee arrangements for administrative services and institutional consulting (ranging from $10,000 to $100,000 per project or annually)
up to 2.5% annually (negotiable, varies by client and Financial Advisor)
Some Financial Advisors are dually registered and receive commissions from affiliated broker-dealer; however, KWA itself does not charge commissions.
Up to $300 per hour for financial consulting services
Account minimum: $100,000 Minimum fee: $20.00 quarterly fee for accounts below $100,000 Fee-only: Fixed fees from $100 to $3,000; hourly up to $300/hour; negotiable fees for consulting and institutional services
Kingswood Capital Partners
2025 - Present (1 year)
Kingswood Wealth Advisors
2025 - Present (1 year)
Dempsey Lord Smith, LLC
2024 - 2025 (1 year)
Medical Business Concepts Inc
2023 - Present (3 years)
Medical Business Concepts Inc
2020 - 2023 (3 years)
university of Georgia
2018 - 2023 (5 years)
Dalton High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Ringgold, GA
Edward Jones
Series 66
Dalton, GA
Edward Jones
Series 63, Series 65
Dalton, GA
Steward Partners Investment Advisory, LLC
CFP®, Series 66
Dalton, GA
Stratos Wealth Partners, Ltd
Series 66
Dalton, GA
Kingswood Wealth Advisors, LLC
Series 66
Dalton, GA
Stratos Wealth Partners, Ltd
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")