Karmen Kingsmore
Kingsmore Wealth Management · Union, South Carolina
Karmen Kingsmore is a fee-only financial advisor at Kingsmore Wealth Management in Union, South Carolina. Kingsmore Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Karmen →
Facts
| Firm | Kingsmore Wealth Management |
|---|---|
| Based in | Union, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $293K across 1 accounts |
| SEC registration | Investment adviser representative in GA, SC · CRD 1076197 |
| Exams passed | Series 63 (1984) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Karmen's firm compares
- Kingsmore Wealth Management's average account is about $293,000, from its Form ADV (assets managed divided by 1 accounts).
Request an introduction to Karmen
Tell Karmen a little about what you're looking for. Karmen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Karmen
Is Karmen Kingsmore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karmen holds no broker registration, and Kingsmore Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karmen charge for financial advice?
Karmen's firm, Kingsmore Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karmen Kingsmore based?
Karmen Kingsmore is based in Union, South Carolina.
Is Karmen Kingsmore registered with the SEC?
Yes. Karmen Kingsmore is registered as an investment adviser representative in GA and SC (CRD 1076197), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kingsmore Wealth Management manage?
Kingsmore Wealth Management reports $293K across 1 accounts in assets under management.
How do I contact Karmen Kingsmore?
Contact details aren't on file yet. Search for Kingsmore Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.