Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Kingsview Partners discloses a tiered schedule starting at 1.50% in its Form ADV Part 2A (March 30, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 30, 2026): “KWM’s Standard Wealth Management Fee Schedule. First $250,000 1.50% annual fee Next $750,000 1.00% annual fee Any amount over $1,000,000 0.75% annual fee Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.”
Note: CRD 148107 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. IAPD lists the firm as Kingsview Wealth Management, LLC, and the brochure states it also does business as Kingsview Partners (Kingsview Partners is its parent). The brochure reports approximately $8,957,122,931 in assets under management as of December 31, 2025. The priced schedule is the standard wealth management fee schedule, which applies to its individual wealth management clients.
- $0-$250,000: 1.50%
- $250,001-$1,000,000: 1.00%
- $1,000,001 and above: 0.75%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $11,250 | 1.12% |
| $2,000,000 | $18,750 | 0.94% |
The first $250,000 is priced at 1.50%, the next $750,000 up to $1,000,000 at 1.00%, and any amount above $1,000,000 at 0.75%, with each bracket’s piece summed. At $250,000 the whole balance is in the first bracket. At $500,000 the first $250,000 is at 1.50% and the remaining $250,000 at 1.00%. At $1,000,000 both of the first two brackets are full, and at $2,000,000 the last $1,000,000 is added at 0.75%. The brochure states fees are negotiable and discloses no minimum annual fee, so no floor applies.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Kingsview Partners’s own published rate runs $6,250 a year.
Comparing Kingsview Partners against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033863
- SEC Investment Adviser Public Disclosure, Kingsview Wealth Management, LLC (CRD #148107): https://adviserinfo.sec.gov/firm/summary/148107
- Kingsview Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/148107/PDF/148107.pdf
Methodology. This page was built September 28, 2026, drawing on Kingsview Partners’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Kingsview Partners instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.