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
24 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 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.
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Stratos Wealth Partners, Ltd
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Kingswood Wealth Advisors, LLC
Series 66
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Stratos Wealth Partners, Ltd
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