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King Financial Planning & Management
Founded in 2009 and based in Colorado Springs, King Financial Planning & Management is a registered investment adviser that provides wealth management and...
King Financial Planning & Management
Founded in 2009 and based in Colorado Springs, King Financial Planning & Management is a registered investment adviser that provides wealth management and financial planning services to individuals and non-profit organizations. The firm is emblematic of the Main Street fiduciary model, structuring its practice around retirement income strategies, insurance analysis, and holistic household financial planning rather than institutional asset management. King Financial operates under the regulatory oversight of state securities authorities, adhering to the fiduciary standard required of registered investment advisers in the United States. The firm's core service set includes retirement planning, investment advisory, and insurance evaluation, with a likely focus on mutual funds, exchange-traded funds, and annuities given its stated emphasis on retirement and insurance. As a small advisory practice, King Financial does not publicly report assets under management, a common posture for firms that manage individual client portfolios rather than pooled investment vehicles. The firm's client base consists of individual households and non-profit entities, with no indication of institutional separate accounts or fund structures. Geographic concentration is in the Colorado Front Range, consistent with the location of its sole office in Colorado Springs. King Financial operates without the multi-office footprint or professional headcount typical of regional consolidators or national wealth platforms. There is no public record of principal names, alternative investment vehicles, philanthropic foundations, or club affiliations associated with the firm. The firm does not maintain a public LinkedIn presence, and its website content was not available for review at the time of compilation, limiting visibility into team composition and service differentiation. As a solo or micro-practice advisory firm, King Financial's structural differentiator is its local fiduciary posture — a small-scale, relationship-driven model that contrasts with the institutional aggregation and multi-family office trends reshaping the broader wealth management industry. The firm represents the long-tail of US registered investment advisers that serve concentrated local client bases without the operational complexity or capital deployment mandates of larger family-office peers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Colorado Springs
Corporate office
Colorado Springs, CO, United States
Sector focus
Frequently asked questions
Is King Financial Planning & Management a single-family office or a traditional wealth management practice?
King Financial operates as a traditional registered investment adviser serving multiple individual and non-profit clients, not as a single-family office. Its service model — retirement planning, insurance evaluation, and household financial planning — is consistent with a Main Street advisory practice rather than a multi-generational family office structure. The firm does not publicly disclose serving as a family office for any single wealth origin.
What investment vehicles does King Financial offer?
Based on its stated focus on retirement and insurance planning, King Financial likely constructs client portfolios using mutual funds, ETFs, and annuities rather than offering proprietary pooled investment vehicles. There is no public evidence of direct private equity, venture capital, or real estate fund structures. The firm's registered investment adviser designation allows it to manage individual client accounts on a discretionary or non-discretionary basis.
Does King Financial report its assets under management publicly?
No. King Financial does not currently report assets under management through public filings or its website. Small registered investment advisers in the United States are not always required to report AUM publicly unless they exceed certain state or SEC thresholds, and King Financial has not disclosed this figure.
Who runs investment decisions at King Financial?
The principals and investment decision-makers at King Financial have not been publicly identified. The firm's website and LinkedIn presence do not surface team names or biographies, which is not unusual for solo or micro-practice advisory firms that operate with minimal public marketing infrastructure.
What is King Financial's geographic focus?
The firm is headquartered in Colorado Springs, Colorado, and likely serves clients concentrated along the Colorado Front Range. There is no evidence of additional offices or a multi-state client footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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