Lawrence King
King Wealth Management Group · Bonita Springs, Florida
Lawrence King is a fee-only financial advisor at King Wealth Management Group in Bonita Springs, Florida. King Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | King Wealth Management Group |
|---|---|
| Based in | Bonita Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.08B across 1,894 accounts |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 2015201 |
| Exams passed | Series 63 (1990) · Series 65 (2018) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kingwealthmanagementgroup.com |
How Lawrence's firm compares
- King Wealth Management Group's average account is about $572,000, from its Form ADV (assets managed divided by 1,894 accounts).
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Questions about Lawrence
Is Lawrence King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence holds no broker registration, and King Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lawrence charge for financial advice?
Lawrence's firm, King Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lawrence King based?
Lawrence King is based in Bonita Springs, Florida.
Is Lawrence King registered with the SEC?
Yes. Lawrence King is registered as an investment adviser representative in FL, NY and TX (CRD 2015201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does King Wealth Management Group manage?
King Wealth Management Group reports $1.08B across 1,894 accounts in assets under management.
How do I contact Lawrence King?
Through Lawrence's website, www.kingwealthmanagementgroup.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
- 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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