Fee-only adviser · Colorado Springs, CO
King Financial Planning & Management, LLC
King Financial Planning & Management, LLC is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Colorado Springs, Colorado. On its latest Form ADV, filed February 24, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado |
|---|---|
| Firm CRD number | 148728 |
| Office | 7222 Commerce Center Drive Suite 220 Colorado Springs, CO 80919 |
| Phone | (719) 302-1088 |
| Website | www.kingfinancialplanning.com |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Colorado Springs
- Envoy Advisory Inc. $615M
- Altus Wealth Group, LLC $620M
- Intergy Private Wealth, LLC $603M
- Advisers Investment Management, Inc. $105M
- Seamount Financial Group Inc $745M
- Petra Financial Advisors Inc $447M
See all 35 fee-only advisers in Colorado Springs →
Nearby
- Castle Rock 6 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at King Financial Planning & Management, LLC? Update this listing.