Rebecca Anderson
KingsMark Private Financial Advisors · Albany, Georgia
Rebecca Anderson is a fee-only financial advisor at KingsMark Private Financial Advisors in Albany, Georgia, who holds the CFP credential. Rebecca focuses on estate & legacy planning, tax planning and retirement planning. KingsMark Private Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | KingsMark Private Financial Advisors |
|---|---|
| Based in | Albany, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $406.5M across 890 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 3245724 |
| Exams passed | Series 66 (2001) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.kmpfa.com |
How Rebecca's firm compares
- KingsMark Private Financial Advisors's average account is about $457,000, from its Form ADV (assets managed divided by 890 accounts).
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Questions about Rebecca
Is Rebecca Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and KingsMark Private Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, KingsMark Private Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rebecca Anderson based?
Rebecca Anderson is based in Albany, Georgia.
What does Rebecca specialize in?
Rebecca's specialties include estate & legacy planning, tax planning and retirement planning.
What credentials does Rebecca Anderson hold?
Rebecca Anderson holds the CFP credential.
Is Rebecca Anderson registered with the SEC?
Yes. Rebecca Anderson is registered as an investment adviser representative in GA and TX (CRD 3245724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KingsMark Private Financial Advisors manage?
KingsMark Private Financial Advisors reports $406.5M across 890 accounts in assets under management.
How do I contact Rebecca Anderson?
Through Rebecca's website, www.kmpfa.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
- KingsMark Private Financial Advisors 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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