Kingsley Wealth Partners, Inc.

Overview

Kingsley Wealth Partners, Inc. is an Arizona-registered corporate advisory firm that provides fee-based financial planning and discretionary portfolio management targeted at individuals and small businesses. Its service model combines traditional planning engagements with ongoing portfolio oversight, and the firm offers multiple billing approaches — percentage of assets under management, hourly billing, and fixed-fee arrangements — which allows flexibility for different client needs and engagement types. The firm does not identify itself as a capital allocator and is not positioned as an active ESG investor. Its activities are focused on direct advisory services rather than broader institutional consulting or pension work. Classification in the available data is listed as unclassified, and the adviser is not reported as multi-state or newly formed.

Location & Offices