# Thad King

> Thad King is a fee-only financial advisor at Cedarwood Wealth in Atlanta, Georgia. Thad focuses on retirement planning, estate & legacy planning and small business owners. Cedarwood Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Cedarwood Wealth
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $213.4M across 378 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 6107065 (https://adviserinfo.sec.gov/individual/summary/6107065)
- **SEC registration:** Investment adviser representative in CO, GA, TX
- **Exams passed:** Series 63 (2012), Series 65 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.cedarwoodwealth.com

## Frequently asked questions

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

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

### How does Thad charge for financial advice?

Thad's firm, Cedarwood Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Thad King based?

Thad King is based in Atlanta, Georgia.

### What does Thad specialize in?

Thad's specialties include retirement planning, estate & legacy planning and small business owners. Thad works with ultra high net worth and multi-generational families.

### Is Thad King registered with the SEC?

Yes. Thad King is registered as an investment adviser representative in CO, GA and TX (CRD 6107065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cedarwood Wealth manage?

Cedarwood Wealth reports $213.4M across 378 accounts in assets under management.

### How do I contact Thad King?

Through Thad's website, www.cedarwoodwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6107065): 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 (http://cedarwoodwealth.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.