KINGSLEY WEALTH PARTNERS, INC.

Overview

Kingsley Wealth Partners, Inc. is organized as a corporation that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm uses a mix of fee approaches — percentage of assets under management, hourly billing, and fixed fees — which suggests it supports both ongoing advisory relationships and discrete planning or consulting engagements. Regulatory and structural details in the available record are limited: the firm is listed as unclassified, is not identified as a capital allocator, and is not marked as a multi-state adviser or a pension consultant. It does not identify as an active ESG investor. The record also indicates the firm is not a newly formed adviser and has no noted related adviser affiliations.

Location & Offices