# Patricia Walton

> Patricia Walton 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.

Page: https://find.wellspent.co/advisors/patricia-walton-4957897/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $1.08B across 1,894 accounts
- **CRD:** 4957897 (https://adviserinfo.sec.gov/individual/summary/4957897)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2014), Series 65 (2021)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.kingwealthmanagementgroup.com

## Frequently asked questions

### Is Patricia Walton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patricia 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 Patricia charge for financial advice?

Patricia's firm, King Wealth Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Patricia Walton based?

Patricia Walton is based in Saratoga Springs, New York.

### Is Patricia Walton registered with the SEC?

Yes. Patricia Walton is registered as an investment adviser representative in NY (CRD 4957897), 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 Patricia Walton?

Through Patricia's website, www.kingwealthmanagementgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4957897): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.