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Wellspent public graph/Firms/Kingdom Capital Management
Firm

Kingdom Capital Management

Carmichael, California

Fee-only

Kingdom Capital Management at a glance

  • One of 1,191 fee-only firms based in California in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 11 individual clients.
  • Its average account is about $68,000 (assets it manages divided by its 11 accounts).
  • Its website says it's taking new clients.

Specialties Flat-fee planning

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Based inCarmichael, California
Websitekingdomcapm.com
Phone(916) 245-0484

Kingdom Capital Management fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

One-time planFrom $99
Account minimumNone
How it chargesFlat fee · Percentage of assets · One-time plans or projects

In the firm's words

"Starting at $99" source
"Flat-fee. No asset minimum." source
"Starting at $99 Flat-fee. No asset minimum." source
"Hands-off portfolio management aligned to your goals." source

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Subscription · Fixed fees
Assets managed$1 million
Individual clients11
Accounts managed11
Employees1
Planning clients0
Financial planningOffered
Form ADV filedJune 25, 2026
SEC recordCRD 307223

Advisors at this firm (1)