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
Canton, TX 75103
Credentials
Series 63, Series 66
Industry experience
9 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 Wealth Advisors, LLC
2023 - Present (3 years)
Kingswood Capital Partners, LLC
2023 - Present (3 years)
San Blas Securities, LLC
2021 - 2023 (2 years)
New York Life Insurance Co
2016 - 2021 (5 years)
NYLIFE Securities LLC
2016 - 2021 (5 years)
MWA Financial Services Inc
2016 - 2016 (1 year)
East Texas Insurance Agency
2016 - 2016 (1 year)
Modern Woodmen of America
2014 - 2016 (2 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting 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.
Series 63, Series 66
Canton, TX
Edward Jones
Series 66
Wills Point, TX
Edward Jones
Series 65
Edgewood, TX
Safe Future Wealth Partners Llc
Series 66
Canton, TX
Dominion Portfolio Management, Inc.
Series 66
Ben Wheeler, TX
Cambridge Investment Research Advisors
Series 66
Wills Point, TX
Fidelity
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