Nathaniel King
King Wealth Management Group · Saratoga Springs, New York
Nathaniel King is a fee-only financial advisor at King Wealth Management Group in Saratoga Springs, New York. King Wealth Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Nathaniel →
Facts
| Firm | King Wealth Management Group |
|---|---|
| Based in | Saratoga Springs, New York |
| 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 NY · CRD 8298565 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kingwealthmanagementgroup.com |
How Nathaniel'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).
Request an introduction to Nathaniel
Tell Nathaniel a little about what you're looking for. Nathaniel 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 Nathaniel
Is Nathaniel King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel 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 Nathaniel charge for financial advice?
Nathaniel's firm, King Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nathaniel King based?
Nathaniel King is based in Saratoga Springs, New York.
Is Nathaniel King registered with the SEC?
Yes. Nathaniel King is registered as an investment adviser representative in NY (CRD 8298565), 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 Nathaniel King?
Through Nathaniel'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.
See something wrong? Request a correction. Read our methodology.