Kingsley Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial Planning Our hourly rate is $500.”

Annual fee

$3,600⁠-⁠$20,000/yr

“We charge an annual fixed fee of $3,600 - $20,000, paid monthly in advance.”

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

How Kingsley Financial bills

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

• “Fees are negotiable and the final agreed-upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The fee is based on a percentage of assets under management and is negotiable.”

How Kingsley Financial’s fees compare

• Its hourly rate of $500 is above the South Carolina median of $250. 91% of the 69 other South Carolina planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Mount Pleasant that publish an hourly rate charge less.
• Its annual fee of $3,600-$20,000 spans the South Carolina median of $5,000. 68% of the 22 other South Carolina planners that publish an annual fee charge less.
• 2 of the 2 other planners in Mount Pleasant that publish an annual fee charge less.

About Kingsley Financial

• Principal: Bradley Kingsley
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

0.85% a year

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$8,166,948

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329133

Phone

(843) 284-6167

Can advise clients in 2 states: Georgia, South Carolina

Other planners in Mount Pleasant that publish fees

• Apollon Wealth Management, LLCMount Pleasant$5,000
• Baker Asset Management, LLCMount Pleasant$100/hr, $2,500
• Black Dog Financial Planning LLCMount Pleasant$250/hr, $149⁠-⁠$449/mo
• Flip Flops and Pearls Financial PlanningMount Pleasant$500/hr, $2,000⁠-⁠$10,000
• Flowrate Financial, LLCMount Pleasant$250/hr, $4,000
• J. Benjamin Financial, LLCMount Pleasant$5,000⁠-⁠$30,000

Compare all 16 planners in Mount Pleasant