Robert Teel
Kingdom Capital Management · Carmichael, California
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.
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Specialties
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 |
| Assets under management | $750K across 11 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7225927 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kingdomcapm.com |
How Robert's firm compares
- A one-time plan starts at $99, below the California median of $2,500 for fee-only firms that publish prices.
- Kingdom Capital Management's average account is about $68,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Robert
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.
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
- Kingdom Capital Management 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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