K
Kingsmore Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$292,797
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$292,797
About
The firm provides financial planning and comprehensive estate‑planning services for individuals, high‑net‑worth individuals, and business entities, and may direct clients to third‑party investment advisers for implementation. It generally limits investment advice to mutual funds, real estate funds (including REITs), insurance products (including annuities), and ETFs, and the brochure states there is no account minimum.
The adviser’s methodology references Modern Portfolio Theory and a long‑term trading orientation, and it tailors recommendations using model allocations alongside client‑imposed restrictions. The firm does not exercise investment discretion or trade client accounts, and financial planning engagements are typically delivered as a one‑time plan with no ongoing portfolio management for individual clients.
Noteworthy features include that all reported assets under management are non‑discretionary (listed as $292,797) and the firm does not take custody, instead relying on referrals to third‑party managers and accepting negotiable fee‑sharing from those managers. The firm’s principal is licensed to sell insurance and annuities (which can result in commissionable sales) and the brochure discloses a prior FINRA disciplinary matter related to a U4 disclosure, both items a prospective client may consider when evaluating conflicts of interest.
Client services
Financial planning
Selection of other advisers
Expertise
General estate planning guidance
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Annuities
Real estate investing
Fee options
Financial planning fixed fees between $500 and $10,000
$200 to $500 per hour for financial planning services
Fee-only: Financial planning fixed fees negotiated between $500 and $10,000; hourly fees negotiated between $200 and $500 per hour
Main office location
Kingsmore Wealth Management, LLC
Union SC, United States
Number of offices
1
Most active in
Kingsmore Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · South Carolina
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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