Katie Kingsman
Kingsman Wealth Management · Pensacola, Florida
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.
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Specialties
Facts
| Firm | Kingsman Wealth Management |
|---|---|
| Based in | Pensacola, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $235.0M across 219 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 6137013 |
| Exams passed | Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | kingsmanwealth.com |
| Profile |
How Katie's firm compares
- Kingsman Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 219 accounts).
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Questions about Katie
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.
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
- Kingsman Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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