KingsMark Private Financial Advisors

KingsMark Private Financial Advisors at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 4 advisors are listed here; all hold the CFP.
• Its Form ADV reports 9 employees and 416 individual clients, 170 of them high net worth.
• Its average account is about $457,000 (assets it manages divided by its 890 accounts).

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

Facts

KingsMark Private Financial Advisors fees

KingsMark Private Financial 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 (4)

• Britt Bazemore

  CFP

• Noah McCorkle

  CFP

• Rebecca Anderson

  CFP

• Thomas Sanders

  CFP · ChFC