# Katie Kingsman

> Katie Kingsman is a fee-only financial advisor at Kingsman Wealth Management in Pensacola, Florida. Katie focuses on retirement planning and tax planning. Kingsman Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/katie-kingsman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kingsman Wealth Management
- **Based in:** Pensacola, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $235.0M across 219 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 6137013 (https://adviserinfo.sec.gov/individual/summary/6137013)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://kingsmanwealth.com/

## Frequently asked questions

### Is Katie Kingsman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katie holds no broker registration, and Kingsman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katie charge for financial advice?

Katie's firm, Kingsman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Does Katie work with clients virtually?

Yes. Kingsman Wealth Management says on its website that it works with clients remotely.

### Where is Katie Kingsman based?

Katie Kingsman is based in Pensacola, Florida.

### What does Katie specialize in?

Katie's specialties include retirement planning and tax planning.

### Is Katie Kingsman registered with the SEC?

Yes. Katie Kingsman is registered as an investment adviser representative in FL and TX (CRD 6137013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kingsman Wealth Management manage?

Kingsman Wealth Management reports $235.0M across 219 accounts in assets under management.

### How do I contact Katie Kingsman?

Through Katie's website, kingsmanwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6137013): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kingsmanwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.