Brad Kingsley
Kingsley Financial LLC · Mount Pleasant, South Carolina
Brad Kingsley is a fee-only financial advisor at Kingsley Financial LLC in Mount Pleasant, South Carolina, who holds the CFP credential. Kingsley Financial LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kingsley Financial LLC |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $8.2M across 13 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, GA, SC · CRD 6891466 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | maximizeyourmoney.com |
How Brad's firm compares
- Kingsley Financial LLC's average account is about $628,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Brad
Is Brad Kingsley a fee-only financial advisor?
Yes. Brad Kingsley is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brad's firm.
How does Brad charge for financial advice?
Brad's firm, Kingsley Financial LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Brad work with clients virtually?
Yes. Kingsley Financial LLC says on its website that it works with clients remotely.
Where is Brad Kingsley based?
Brad Kingsley is based in Mount Pleasant, South Carolina.
What credentials does Brad Kingsley hold?
Brad Kingsley holds the CFP credential.
Is Brad Kingsley registered with the SEC?
Yes. Brad Kingsley is registered as an investment adviser representative in CT, GA and SC (CRD 6891466), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kingsley Financial LLC manage?
Kingsley Financial LLC reports $8.2M across 13 accounts in assets under management.
How do I contact Brad Kingsley?
Through Brad's website, maximizeyourmoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Kingsley Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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