K
Kingston Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Kingston Financial Services provides financial planning and investment advice to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm advises on a broad set of instruments — equities, corporate and municipal debt, government securities, options, certificates of deposit and limited partnerships — and tailors services to each client’s specific needs.
The firm’s analysis draws on fundamental, technical and cyclical methods and uses public research, corporate filings and rating services as primary information sources. Investment strategies described in the brochure include long‑term and short‑term purchases, margin transactions and option writing, and the firm does not exercise investment discretion; clients retain implementation authority and receive periodic reports on assets under advisement.
Noteworthy distinctions include the principal’s role as a licensed insurance agent who may recommend insurance products and receive commissions (the brochure discloses insurance activities account for roughly 10% of firm activity) and the firm’s practice of charging hourly planning fees in addition to asset‑based advisory fees. The brochure further states the firm does not custody client securities, does not participate in wrap fee programs, and does not accept performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Fixed negotiated fee for advice or plan
$0 - $1,000,000: 2% of asset recommendations $1,000,001 - $2,000,000: 1% of asset recommendations $2,000,001 - $5,000,000: 0.75% (75 basis points) $5,000,001+: 0.50% (50 basis points)
Commissions received from insurance products sold by George Kingston as a licensed insurance agent
$250 per hour for financial planning or investment advice
Fee-only: Fixed negotiated fee for advice/plan; $250/hour for financial planning or investment advice
Main office location
Kingston Financial Services
Reno NV, United States
Number of offices
1
Most active in
Kingston Financial Services has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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