KING FINANCIAL PLANNING & MANAGEMENT, LLC

Overview

King Financial Planning & Management, LLC operates as a small, planning-first advisory firm that emphasizes fee-based financial planning and client education. The firm’s documented activities center on financial planning services and running seminars or workshops, and its fee model is built around hourly charges and fixed fees rather than asset-based billing. King is not identified as an active ESG investor and does not report being a multi-state adviser or a capital allocator, which aligns with a concentrated, client-facing practice rather than large-scale institutional investment management. Investment activity appears modest and conservatively positioned: the firm lists mutual funds as its primary investment vehicle. The profile suggests King relies on pooled fund vehicles for core portfolio construction and execution, consistent with a planner-oriented business that structures diversified allocations with third-party mutual fund sleeves rather than operating its own fund complexes or deploying extensive direct alternative strategies.

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Location & Offices