# King Financial Planning & Management, LLC

> King Financial Planning & Management, LLC is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.

- CRD: 148728
- Filed as: KING FINANCIAL PLANNING & MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148728
- AdvisorCensus page: https://advisorcensus.com/firm/king-financial-planning-and-management-llc-colorado-springs-co-148728

## Quick answers

**How is King Financial Planning & Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), King Financial Planning & Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is King Financial Planning & Management, LLC located?**
King Financial Planning & Management, LLC's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is King Financial Planning & Management, LLC registered with the SEC or a state?**
King Financial Planning & Management, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 148728.

**Does King Financial Planning & Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148728

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kingfinancialplanning.com](https://kingfinancialplanning.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. King Financial Planning & Management, LLC (CRD 148728): Form ADV filing data as of October 2026.