Kingdom Financial Group, LLC logo

Kingdom Financial Group, LLC

Updated today

Client assets under management

$512,988,702

Clients

1,785

4% high-net worth

Advisors

18

of 51 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

99

High

Average account size

$287,389

About

Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, offering discretionary portfolio management, written comprehensive and targeted financial plans, seminars, and complimentary newsletters. The firm reports about $520.9 million in discretionary assets under management and operates with a team of roughly 18 advisors serving approximately 1,785 clients.

For investment management, Kingdom uses a sub‑advisory relationship with AE Wealth Management to access model portfolios, third‑party money managers, and a wrap fee program, and it requires clients to custody assets at Fidelity or Charles Schwab. Financial planning and consulting are offered as separate services (fixed‑fee plans or hourly consulting), and the firm notes it may recommend non‑traded or private placement investments in certain circumstances.

Distinctive features include the firm’s affiliated insurance activities—an affiliated insurance entity (Fullerton Financial Planning) and representatives who commonly act as licensed insurance agents and may receive commissions for insurance and annuity sales, which the brochure discloses as a potential conflict of interest. The brochure also discloses a June 2024 administrative consent order with the Arizona Corporation Commission (including a $3,000 penalty), describes complimentary newsletters and public seminars, notes use of AI tools for meeting transcription, and identifies an affiliated tax preparation service.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Annuities Private / alternative investments General retirement planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees range from $250 to $5,000 (negotiable)

Commissions

Commissions earned on insurance products sold by licensed insurance agents who are also IARs

Project-based

Consulting services at $250 per hour (negotiable)

Other

Account minimum: $25,000 Minimum fee: For financial planning services, minimum fee of $250; for consulting, minimum 2-hour charge at $250/hour Fee-only: Financial planning fixed fees range from $250 to $5,000; consulting services offered at $250/hour

Main office location

Kingdom Financial Group, LLC

14155 N. 83 Ave #144

Peoria AZ 85381, United States

Number of offices

3

Most active in

Alaska · Arizona · California · Colorado · Florida · Idaho · Louisiana · Michigan · Minnesota · Missouri · New Hampshire · South Carolina · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Allen B

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Allen Braunbeck is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, TD Ameritrade, Scottrade, and Charles Schwab. Kingdom Financial Group primarily serves individual clients by providing personalized financial planning and consulting services, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and plan preparation while retaining responsibility for suitability reviews and client communication, and offers both comprehensive and modular plans tailored to individual client needs.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Joshua B

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Joshua Becker is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 license and bringing 10 years of industry experience. He is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on acquiring and managing private companies in Southern and Eastern Africa. Becker has been with Kingdom Financial Group and Fullerton Financial Planning since 2019. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm combines outsourced investment analysis with tailored client services and maintains a significant insurance practice alongside its advisory offerings.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Steven F

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Steven Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, Arizona, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has operated Fullerton Financial Planning since 2011, providing financial planning strategies and insurance services. Outside of finance, he is a member of the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group primarily serves individual clients with personalized financial planning and consulting, offering a range of services from comprehensive plans to ongoing consultations. The firm outsources investment analysis and portfolio management to third parties while maintaining client communication and suitability oversight.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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Joshua H

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Joshua Hollis is a financial advisor at Kingdom Financial Group, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Vanguard and Ameriprise Financial Services. Kingdom Financial Group serves individual clients by providing personalized financial planning, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while retaining responsibility for suitability reviews and client communication.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Elijah G

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Elijah Gallardi is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Schwab Wealth Advisory Inc and The Vanguard Group, Inc. Elijah’s background includes roles outside finance, such as positions at Yelp and Grand Canyon University. Kingdom Financial Group primarily serves individual clients by providing personalized financial planning, educational seminars, and referrals to third-party money managers. The firm outsources much of its investment analysis and portfolio implementation while maintaining responsibility for suitability reviews and client communication.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

David E

Series 65, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

David Eldridge is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Golden State Equity Partners, LLC and Financial Engines Advisors L.L.C. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm utilizes outsourced investment analysis and third-party managers for portfolio implementation while focusing on suitability reviews and client communication.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Tyler P

Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Tyler Price is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Fullerton Financial Planning and USAA Investment Management Company. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Zachary T

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Zachary Tobey is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Fullerton Financial Planning and various positions in the golf and service industries. Kingdom Financial Group serves individual clients with personalized financial planning and consulting, offering both comprehensive and modular plans, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Lucas G

Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Lucas Graybill is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation. He has been working in the financial services industry since 2023, with prior experience at Fidelity Investments, Raymond James, and various roles outside finance including at Swissport and FiveIron Golf. Kingdom Financial Group primarily serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Matthew Z

CFP®, Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Matthew Zuccaro is a CFP® professional with 25 years of industry experience. He is currently affiliated with Kingdom Financial Group, LLC and has previously worked at Fullerton Financial Planning, Weathability, and Schwab Private Client Investment Advisory, Inc. Zuccaro holds Series 63 and Series 66 licenses. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for suitability reviews and client communication.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Trinity G

Series 63, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Trinity Grace is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Merrill Lynch, The Vanguard Group, and JPMorgan Chase Bank. Kingdom Financial Group primarily serves individual clients, providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while overseeing suitability and client communication, offering both comprehensive and modular plans tailored to client needs.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Chase B

CFP®, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Chase Barrett is a CFP® professional with four years of industry experience, currently affiliated with Kingdom Financial Group, LLC. Prior to joining Kingdom, he worked at Wells Fargo Bank and Morgan Stanley. Kingdom Financial Group primarily serves individual clients by offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio management to unaffiliated managers while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Matthew T

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Matthew Tobey is a financial advisor with Kingdom Financial Group, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Fullerton Financial Planning for nine years before joining Kingdom Financial Group. Kingdom Financial Group serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm offers both comprehensive and modular plans and utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Leslie W

Series 63, Series 65, Series 66

Peoria, AZ

Kingdom Financial Group, LLC

Leslie Winchester is a financial advisor at Kingdom Financial Group, LLC with 13 years of industry experience. Leslie holds Series 63, Series 65, and Series 66 licenses and has previously worked with Fullerton Financial Planning, Foundations Investment Advisors, and Asset Preservation Wealth & Tax. Outside of financial advising, Leslie is a licensed Realtor with Delex Realty, assisting with residential real estate transactions on a limited basis. Kingdom Financial Group primarily serves individual clients by offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio management while maintaining responsibility for client suitability and communication.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
user avatar

Dallas F

Series 65

Peoria, AZ

Kingdom Financial Group, LLC

Dallas Fox is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Kingdom Financial Group in 2023, he worked at Fullerton Financial Planning from 2019 to 2023. His background also includes roles at Grand Canyon University and Dutch Bros Coffee. Kingdom Financial Group primarily serves individual clients, providing personalized financial planning and consulting services, including educational seminars and referrals to third-party money managers. The firm combines outsourced investment analysis with tailored client services, offering both comprehensive and modular plans to meet diverse client needs.

Annuities Private / alternative investments General retirement planning Founder/Business Owner
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