# Patrick King

> Patrick King is a fee-only financial advisor at Prana Wealth in Atlanta, Georgia, who holds the CFP and MBA credentials. Patrick charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,900 a year and one-time plans from $8,000) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/patrick-king/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Prana Wealth
- **Based in:** Atlanta, Georgia
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,900 a year; one-time plans from $8,000; typically works with clients with $1,500,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $27.3M across 80 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5706827 (https://adviserinfo.sec.gov/individual/summary/5706827)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://pranawealth.com

## Frequently asked questions

### Is Patrick King a fee-only financial advisor?

Yes. Patrick King is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.

### How does Patrick charge for financial advice?

Patrick charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Patrick charge?

According to Prana Wealth's website, checked October 28, 2026: ongoing planning from $3,900 a year; one-time plans from $8,000; typically works with clients with $1,500,000 or more.

### Does Patrick work with clients virtually?

Yes. Prana Wealth says on its website that it works with clients remotely.

### Where is Patrick King based?

Patrick King is based in Atlanta, Georgia.

### What does Patrick specialize in?

Patrick's specialties include retirement planning, tax planning and estate & legacy planning. Patrick works with pre-retirees and retirees.

### What credentials does Patrick King hold?

Patrick King holds the CFP and MBA credentials.

### Is Patrick King registered with the SEC?

Yes. Patrick King is registered as an investment adviser representative in GA and TX (CRD 5706827), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Prana Wealth manage?

Prana Wealth reports $27.3M across 80 accounts in assets under management.

### How do I contact Patrick King?

Through Patrick's website, pranawealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39498): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.pranawealth.com/): specialties, clients served, and fees, checked October 28, 2026

---

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