King Retirement Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,957,107
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$103,006
About
King Retirement Solutions serves individual and business clients, including high-net-worth individuals, offering comprehensive financial planning, insurance reviews, and portfolio management services. The firm works with a small client base (19 clients) and reports approximately $1.96 million in assets under management, with advisory services billed on a percentage-of-AUM basis and hourly planning available.
The firm’s process centers on written financial plans that address topics such as legacy planning, taxes, qualified plans, retirement income, Social Security, divorce, and college planning, typically delivered within 30 days of engagement. Investment management is provided on a non‑discretionary basis through an Orion Portfolio Solutions platform and co‑advisory relationships with third‑party managers; KRS monitors performance, facilitates paperwork, and requires prior client approval for transactions.
Notable distinctions include the firm’s insurance affiliation—its managing member is a licensed insurance agent who spends a substantial portion of time on insurance activities and may receive commissions—and the fact that essentially all reported client assets are managed non‑discretionarily, which is uncommon among peers. The brochure also discloses referral and revenue‑sharing arrangements with third‑party managers, a free basic life insurance analysis offered to clients, and the use of workshops or educational outreach as part of its client services; these features are accompanied by disclosure and supervisory procedures to address related conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Retirement income strategy
Divorce financial planning
College savings (529s, UTMA, etc.)
Fee options
$0+: 1.00% annually (negotiable) - Asset Management through Orion Portfolio Solutions $0+: 2.00% maximum advisory fee for Strategic Portfolios (1.00% paid to KRS, 1.00% to Gradient Investments) $0+: 1.80% maximum advisory fee for Tactical Portfolios (1.00% paid to KRS, 0.80% to Gradient Investments) $0+: 1.70% maximum advisory fee for Allocation & Defined Outcome Portfolios (1.00% paid to KRS, 0.70% to Gradient Investments) $0+: 1.00% maximum advisory fee for Preservation Portfolios (0.60% paid to KRS, 0.40% to Gradient Investments) $0+: 1.50% maximum advisory fee for Private Wealth Portfolios (1.00% paid to KRS, 0.50% to Gradient Investments)
$200 per hour for financial planning
Fee-only: Hourly fee of $200 for financial planning (fee may be waived if plan implemented through KRS)
Main office location
King Retirement Solutions, LLC
North Port FL, United States
Number of offices
1
Most active in
King Retirement Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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