Nicholas Lombardozzi
Kingdom Wealth Advisers · Gilbert, Arizona
Nicholas Lombardozzi is a fee-only financial advisor at Kingdom Wealth Advisers in Gilbert, Arizona, who holds the CFP credential. Nicholas focuses on retirement planning, tax planning and estate & legacy planning. Kingdom Wealth Advisers reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Kingdom Wealth Advisers |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $250,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $34.3M across 250 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, VA · CRD 6659115 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kingdomwealthadvisers.com |
| Profile |
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Questions about Nicholas
Is Nicholas Lombardozzi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Kingdom Wealth Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Kingdom Wealth Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Nicholas charge?
According to Kingdom Wealth Advisers's website, checked October 30, 2026: a $250,000 asset minimum.
Does Nicholas work with clients virtually?
Yes. Kingdom Wealth Advisers says on its website that it works with clients remotely.
Where is Nicholas Lombardozzi based?
Nicholas Lombardozzi is based in Gilbert, Arizona.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Nicholas works with retirees.
What credentials does Nicholas Lombardozzi hold?
Nicholas Lombardozzi holds the CFP credential.
Is Nicholas Lombardozzi registered with the SEC?
Yes. Nicholas Lombardozzi is registered as an investment adviser representative in AZ and VA (CRD 6659115), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kingdom Wealth Advisers manage?
Kingdom Wealth Advisers reports $34.3M across 250 accounts in assets under management.
How do I contact Nicholas Lombardozzi?
Through Nicholas's website, www.kingdomwealthadvisers.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
- Kingdom Wealth Advisers 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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