Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Kingswood Wealth Advisors discloses a maximum, individually negotiated rate of 2.5% in its Form ADV Part 2A Brochure (March 31, 2026). Converted to dollars, that runs $12,500 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 Brochure (March 31, 2026): “KWA typically receives an annual management fee that ranges up to 2.5% of the net asset value of the accounts subject to the IMA.”
Note: CRD 288792 verified ACTIVE and SEC-registered via the SEC IAPD firm-detail API (the brochure’s own cover page misprints the CRD as ‘28879’; 288792 is the operative, IAPD-confirmed number). As of December 31, 2025 the firm reported $3,494,277,927 in discretionary assets plus $306,456,963 non-discretionary ($3,800,734,890 total). Minimum account size is $100,000; no minimum annual fee floors the standard advisory schedule priced here.
The published maximum: 2.5% per year (KWA may also assess a separate Platform Fee of up to 0.30% of account value on top of the up-to-2.5% advisory fee, which is not included in the ceiling priced here; accounts under the firm’s $100,000 minimum account level may instead be charged a flat $20 quarterly fee.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $6,250 | 2.50% |
| $500,000 | $12,500 | 2.50% |
| $1,000,000 | $25,000 | 2.50% |
| $2,000,000 | $50,000 | 2.50% |
Kingswood Wealth Advisors prices its Blended, Breakpoint, and Flat Management Fee structures alike at a fee that ranges up to 2.5% of account value, so the figures below apply the full 2.5% ceiling to each balance.
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, Kingswood Wealth Advisors’s own published maximum rate runs up to $12,500 a year.
Comparing Kingswood Wealth Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A Brochure (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058697
- SEC Investment Adviser Public Disclosure, Kingswood Wealth Advisors, LLC (CRD #288792): https://adviserinfo.sec.gov/firm/summary/288792
- Kingswood Wealth Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/288792/PDF/288792.pdf
Methodology. This page was built September 28, 2026, drawing on Kingswood Wealth Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session 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 Kingswood Wealth Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Is Kingswood Wealth Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Kingswood Wealth Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Kingswood Wealth Advisors against other options? See Kingswood Wealth Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.