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Kingsley Financial

TAX-SMART FINANCIAL PLANNING & INVESTMENT MANAGEMENT

Fee-only Comprehensive Financial Planning, Tax Planning, and Investment Management from a CERTIFIED FINANCIAL PLANNER (CFP®).

We charge a flat-fee rate for comprehensive planning, with investment management included at no additional cost. Your fee will be the same whether you have $500k or $5m of investments. Schedule a no-obligation chat to learn more about our services and to decide if it makes sense for us to work together.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Brad Kingsley, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1121 Park West Blvd, Ste B225 Mount Pleasant, SC 29466 Phone: (843) 284-6167

Primary Office

1121 Park West Blvd, Ste B225 Mount Pleasant, SC 29466 Phone: (843) 284-6167
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