Firm
Kingdom Financial
South Bend, Indiana
Fee-only
Kingdom Financial at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $300,000 (assets it manages divided by its 23 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Indiana median of $3,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | South Bend, Indiana |
|---|---|
| Website | kingdomfinancial.com |
| [email protected] | |
| Phone | (772) 553-8201 |
Kingdom Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"we apply a credit equal to 1% of assets under management toward the annual planning fee" source
"Our investment management fee starts at 1% on your first million of assets under management" source
"Our investment management fee starts at 1% on your first million of assets under management" source
"Our minimum financial planning fee is $5,000." 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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 328544 |