Patricia Walton
King Wealth Management Group · Saratoga Springs, New York
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.
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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 4957897 |
| Exams passed | Series 63 (2014) · Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kingwealthmanagementgroup.com |
How Patricia'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 Patricia
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.
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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