Kingdom Financial Group, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Kingdom Financial Group, LLC
Overview
Kingdom Financial Group, LLC is a financial advisor firm headquartered in Peoria, Arizona. It handles $219.8 million in assets throughout 2,456 customer accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small team, including 17 financial advisors. Kingdom Financial Group, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Kingdom Financial Group, LLC administers all of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction decisions without needing the client's approval. The firm administers an average of $89,482 for each customer account. The typical financial advisor at Kingdom Financial Group, LLC administers about 144 client accounts.
Kingdom Financial Group, LLC's main office is located at 14155 N. 83 Ave #144, Peoria, Arizona 85381. It is allowed to provide services to investors across a number of states, including Arizona, California, Idaho, Louisiana, Minnesota, New Hampshire, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kingdom Financial Group, LLC by the Numbers
$219.8 million
26
2,456
$89.5 thousand
Products and Services
Kingdom Financial Group, LLC offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. In the prior financial year, Kingdom Financial Group, LLC provided 1500 of its accounts with financial planning services. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients. Kingdom Financial Group, LLC is also affiliated with one or more other companies in the financial services industry, including with an insurance company or agency and pension consultant.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically are based on which services the firm provides the client. Fee types billed by the company likely are comprised of the following fee structures: asset-based, fixed or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 1% of firms
Commissions
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, pension plans and corporations. Out of its 2,456 customers, Kingdom Financial Group, LLC's largest client group is retail investors. None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 97.45%
- Corporations - 2.55%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Kingdom Financial Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Kingdom Financial Group, LLC
Tempe, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Peoria, AZ
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.