CORE ADVISORY GROUP
SEC RegisteredThe Heart of Any Financial Decision is Trust.
About the firm
King Wealth Partners breaks down every stage of their process so that clients understand and trust every plan created. Their mission is to make the financial world understandable and accessible for individuals and families so they become empowered to plan for their futures. They are committed to providing personalized financial guidance with a focus on integrity, advocacy, and understanding.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, insurance planning, college and retirement strategies, small business planning, life/disability/long-term care insurance, employee benefits review, and income and debt planning, incorporating the 6-step planning process endorsed by the Certified Financial Planner Board of Standards.
Who they serve
Individuals, families, professionals, and business owners navigating important, complex, and life-changing financial matters.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 873 | $132M |
| High Net Worth Individuals | 268 | $200M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $47k |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
14 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORE ADVISORY GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.