# Robert Teel

> Robert Teel is a fee-only financial advisor at Kingdom Capital Management in Carmichael, California. Robert charges a flat fee or retainer, a percentage of assets and a one-time planning fee (one-time plans from $99 and no asset minimum) and focuses on flat-fee planning.

Page: https://find.wellspent.co/advisors/robert-teel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kingdom Capital Management
- **Based in:** Carmichael, California
- **Fee model:** Flat fee or retainer; Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $99; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $750K across 11 accounts
- **Specialties:** Flat-fee planning
- **CRD:** 7225927 (https://adviserinfo.sec.gov/individual/summary/7225927)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.kingdomcapm.com

## Frequently asked questions

### Is Robert Teel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Kingdom Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

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

### How much does Robert charge?

According to Kingdom Capital Management's website, checked October 30, 2026: one-time plans from $99; no asset minimum.

### Where is Robert Teel based?

Robert Teel is based in Carmichael, California.

### What does Robert specialize in?

Robert's specialties include flat-fee planning.

### Is Robert Teel registered with the SEC?

Yes. Robert Teel is registered as an investment adviser representative in CA (CRD 7225927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kingdom Capital Management manage?

Kingdom Capital Management reports $750K across 11 accounts in assets under management.

### How do I contact Robert Teel?

Through Robert's website, www.kingdomcapm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7225927): 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
- The firm's website (https://www.kingdomcapm.com/): specialties, clients served, and fees, checked October 30, 2026

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