King Financial Planning & Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
King Financial Planning & Management, LLC is a fee-only financial planning firm that provides comprehensive financial planning and education to individuals and non-profit organizations, and it offers group financial education classes. The brochure notes the firm no longer provides investment management or custody of client assets and focuses on planning and advice rather than portfolio administration.
The firm develops Investment Policy Statements and typically recommends broadly diversified, low-cost passive mutual funds and ETFs, with an emphasis on controlling equity exposure and market risk. Clients may impose written restrictions on investment types, and the firm does not exercise discretionary authority or monitor accounts after a plan is delivered unless a follow-up engagement is requested.
Noteworthy features include the use of hourly billing for planning work rather than percentage-of-assets fees, the provision of seminars and group education, and the advisor’s participation in a government-sponsored financial counseling network for service members (compensated outside the firm). The brochure also emphasizes a fiduciary, fee-only model and a practice of not holding custody of client accounts.
Client services
Financial planning
Educational seminars or workshops
Expertise
Life insurance needs analysis
Disability insurance
Long-term care insurance
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
$400 per hour (negotiable, may be capped).
Fee-only: Hourly rate of $400, negotiable and may be capped for certain consultations.
Main office location
King Financial Planning & Management, LLC
7222 Commerce Center Drive, Suite 220
Colorado Springs CO 80919, United States
Number of offices
2
Most active in
King Financial Planning & Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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