King Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee is $250.00 for financial planning and consulting services and fixed fee engagements range from $1,250.00 to $10,000.00.”

Flat or project fee

$1,250⁠-⁠$10,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How King Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “King Wealth Advisors’ annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by King Wealth Advisors on the last day of the previous quarter.”
• “Under this arrangement, payment is due upon client’s receipt of our billing invoice.”
• “To the extent that Client requests the use of margin, and margin is thereafter employed, the market value of the client’s account and corresponding fee payable by the client to King Wealth Advisors may be increased.”

How King Wealth Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 11 other planners in San Mateo that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 10 other planners in San Mateo that publish a flat or project fee charge less.

About King Wealth Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

66

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$94,146,295

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281798

Website

alignable.com/san-mateo-ca/king-wealth-advisors (opens in new tab)

Phone

(650) 435-3918

Other planners in San Mateo that publish fees

• Balopole Investment Management CorporationSan Mateo$150/hr
• Banyan Lake Capital LLCSan Mateo$225/hr
• Barson Financial PlanningSan Mateo$500⁠-⁠$5,000
• Bixy Wealth LLCSan Mateo$250/hr, $1,000⁠-⁠$10,000
• Bucher Wealth AdvisorsSan Mateo$2,500
• Caregen Wealth ManagementSan Mateo$450/hr, $900⁠-⁠$10,000/qtr

Compare all 22 planners in San Mateo