Kingsley Wealth Partners, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Financial planning fees range from $1,000 to $10,000 per engagement.”

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

How Kingsley Wealth Partners, Inc. bills

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

• “All fees are negotiable and may be higher or lower than the standard schedule based on the specific scope of services, complexity, asset size, client circumstances, and other factors.”
• “Clients may elect to have fees deducted directly from their custodial account or to be invoiced and pay by check or electronic transfer.”
• “The firm bills in arrears and does not require pre-payment of fees of more than $500 more than six months in advance.”

How Kingsley Wealth Partners, Inc.’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Arizona median of $3,100. 68% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 11 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Kingsley Wealth Partners, Inc.

• Principal: Kingsley Richards
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338475

Website

kingsleywealthpartners.com (opens in new tab)

Phone

(928) 492-0965

Other planners in Gilbert that publish fees

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• Coats Wealth ManagementGilbert$450/hr, $450
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995

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