Kingsley Wealth Partners, Inc.

Overview

Kingsley Wealth Partners, Inc. is organized as a corporation that offers financial planning and discretionary portfolio management for individuals and small businesses. The firm’s fee offerings include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, indicating flexibility in client engagement models rather than reliance on a single pricing approach. Regulatory and operational datapoints in the source are sparse: the SEC registration year is not reported and the firm is classified as "Unclassified." The profile indicates Kingsley Wealth Partners does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser. The firm is not newly formed according to the available record.

Assets & Accounts

Location & Offices