Lance Ludwig
Kingdom Financial · South Bend, Indiana
Lance Ludwig is a fee-only financial advisor at Kingdom Financial in South Bend, Indiana, who holds the CFP and CKA credentials. Lance charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Kingdom Financial |
|---|---|
| Based in | South Bend, Indiana |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $6.9M across 23 accounts |
| Credentials | CFP · CKA |
| SEC registration | Investment adviser representative in IN · CRD 6500567 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kingdomfinancial.com |
| Profile |
How Lance's firm compares
- Ongoing planning starts at $5,000 a year, above the Indiana median of $3,500 for fee-only firms that publish prices.
- Kingdom Financial's average account is about $300,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Lance
Is Lance Ludwig a fee-only financial advisor?
Yes. Lance Ludwig 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 Lance's firm.
How does Lance charge for financial advice?
Lance charges a percentage of assets and an ongoing planning fee.
How much does Lance charge?
According to Kingdom Financial's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed.
Does Lance work with clients virtually?
Yes. Kingdom Financial says on its website that it works with clients remotely.
Where is Lance Ludwig based?
Lance Ludwig is based in South Bend, Indiana.
What does Lance specialize in?
Lance's specialties include retirement planning, tax planning and estate & legacy planning. Lance works with retirees and pre-retirees.
What credentials does Lance Ludwig hold?
Lance Ludwig holds the CFP and CKA credentials.
Is Lance Ludwig registered with the SEC?
Yes. Lance Ludwig is registered as an investment adviser representative in IN (CRD 6500567), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kingdom Financial manage?
Kingdom Financial reports $6.9M across 23 accounts in assets under management.
How do I contact Lance Ludwig?
Through Lance's website, kingdomfinancial.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
- Kingdom Financial 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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