King Retirement Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 299303
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
King Retirement Solutions, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. King Retirement Solutions describes itself as a capital allocator, placing client assets with external managers and strategies rather than relying solely on in‑house proprietary products. Fee arrangements include a percentage of assets under management plus hourly fees and other billing methods. The firm does not identify as an active ESG investor and does not position itself as a multi‑state or pension consultant. It also lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Gw King
OwnerCRD 1971288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations