King Wealth Management Group, LLC fees and pricing
Financial planner in Saratoga Springs, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 27, 2026, King Wealth Management Group, LLC charges a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$10,000
“For stand-alone financial planning services and advisory subscription services, King Wealth Management charges a fixed fee between $2,500 and $10,000 depending on the scope and length of the agreed upon services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How King Wealth Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “King Wealth Management's annual investment management fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by King Wealth Management on the last day of the previous quarter.”
- “This fee is negotiable depending upon the market value of the assets under management and the type of investment management services to be rendered.”
- “King Wealth Management's fees may be prorated through the date of termination.”
How King Wealth Management Group, LLC’s fees compare
- Its flat or project fee of $2,500-$10,000 spans the New York median of $4,500. 71% of the 251 other New York planners that publish a flat or project fee charge less.
- 6 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.
About King Wealth Management Group, LLC
“King Wealth Management offers investment management and financial planning services to its clients.”
- Firm size: 8 employees.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 708
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,084,132,315
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159550
- Phone
- (518) 306-5640
Can advise clients in 18 states: California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Vermont
Other planners in Saratoga Springs that publish fees
- Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100-$250/hr, $500-$2,500
- Crescent Hill Partners LLCSaratoga Springs$5,000-$50,000
- Dubois Capital Management LLCSaratoga Springs$500-$5,000
- Even Keel AdvisorsSaratoga Springs$290/hr, $250-$12,000
- Inside Edge Capital Management, LLCSaratoga Springs$10,000
- Mcneill Capital, LLCSaratoga Springs$25-$875/hr, $525-$1,500/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.