Kingdom Legacy Advisors

Kingdom Legacy Advisors at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 3 advisors are listed here; all hold the CFP.
• Its Form ADV reports 5 employees and 223 individual clients, 69 of them high net worth.
• Its average account is about $239,000 (assets it manages divided by its 823 accounts).

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

Facts

Kingdom Legacy Advisors fees

Kingdom Legacy Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (3)

• Aaron Lindberg

  CFP · CFA

• Austin Lindberg

  CFP

• Barbara Mahr

  CFP

Other fee-only firms in Minnetonka

• Layline Asset Management
• Marks Group Wealth Management
• Marquette Wealth Management
• Money Matters, Inc.
• Navista Wealth Management
• Twele Capital Management
• UAK Diversified Wealth Advisors
• Wealth Planning Group

Fee-only advisors in Minnesota