King Financial Network
King Financial Network is a private, independent wealth management practice serving individuals, families, and HNW households from offices in Manalapan, NJ and New Canaan, CT, delivering wealth, retirement, estate, insurance, and tax planning through Cetera-affiliated broker-dealer and RIA services.
- Company typePrivate
- Founded2015
- HeadquartersManalapan, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What King Financial Network does
King Financial Network (KFN) is a privately held, independent wealth management practice that delivers comprehensive financial planning services to individuals, families, and high-net-worth households across the United States. The firm operates as a "team-based, wealth management network" from two physical offices — its Manalapan, New Jersey headquarters at 198 US Highway 9 North and a secondary office at 140 Elm Street, New Canaan, Connecticut — with a stated tagline of "Life is Decades of Milestones" anchoring its lifecycle-oriented service positioning. Founded circa 2015 per firmographics, KFN reports 11-50 employees and is led by Jim King, who is identified as President on the website (additional leadership material lists "Jim King Jr." as Founder & Director of Wealth Management).
KFN's service offering is structured as a unified financial life planning practice rather than a discrete product portfolio. The core suite comprises Wealth Management, Retirement Planning (401k), Estate Planning, Insurance Planning, and Tax Planning, supplemented by a "New Client Process" onboarding workflow. Around this core, the firm layers a Financial Resources media center (videos, articles, podcasts authored by KFN advisors) and a "Request a Free Consultation" intake form that funnels prospects into a one-on-one conversation. Client account access is delivered through a third-party BD Reporting portal (ix.bdreporting.com), and the marketing site is built on standard Nuxt.js infrastructure. No proprietary technology, mobile app, public API, or AI/ML capability is disclosed in the source material.
KFN generates revenue through two streams: (1) recurring fee-based advisory revenue delivered through Cetera Investment Advisers LLC, a Registered Investment Adviser, and (2) securities commissions executed through Cetera Wealth Services, LLC, a FINRA/SIPC member broker-dealer. Both Cetera entities are explicitly disclosed as under separate ownership from KFN, meaning the firm operates as an independent financial professional within the Cetera network rather than as a subsidiary or captive producer. The go-to-market is sales-led and consultation-driven, anchored by a free-consultation website funnel, in-person delivery from the two physical offices, a LocaliQ-powered retargeting/display advertising program, organic content and email, and trust signals including FINRA BrokerCheck. Pricing and account minimums are not publicly disclosed; the firm offers a free initial consultation with annual-billed ongoing fees handled through the Cetera infrastructure.
King Financial Network firmographics
Firmographics- Name
- King Financial Network
- Legal name
- King Financial Network
- Website
- https://kingfn.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- King Financial Network is a private, independent wealth management practice serving individuals, families, and HNW households from offices in Manalapan, NJ and New Canaan, CT, delivering wealth, retirement, estate, insurance, and tax planning through Cetera-affiliated broker-dealer and RIA services.
- Ownership category
- akta.pro rank
King Financial Network industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
- akta.pro secondary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where King Financial Network is headquartered
LocationHeadquarters
- HQ city
- Manalapan
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
King Financial Network business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Wealth Management & Advisory Fees: Recurring fee-based revenue generated through comprehensive wealth management services (wealth management, retirement planning, estate planning, insurance planning, tax planning). Advisory services are delivered through Cetera Investment Advisers LLC, a Registered Investment Adviser.
- Securities Commissions: Commission-based revenue from securities transactions executed through Cetera Wealth Services, LLC (member FINRA/SIPC). Tied to brokerage activity for client portfolios.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Quote-based / not publicly disclosed |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
King Financial Network product offering
Product offeringCore offering
King Financial Network is a team-based wealth management practice that delivers comprehensive, customized, and independent financial planning services — including wealth management, retirement (401k) planning, estate planning, insurance planning, and tax planning — to U.S. individuals and families. Securities are offered through Cetera Wealth Services, LLC and advisory services through Cetera Investment Advisers LLC, with a free initial consultation serving as the entry point for new clients.
Product overview
King Financial Network operates as a single wealth advisory firm rather than a multi-product software platform, delivering a team-based, comprehensive, customized, and independent service across a unified set of financial planning offerings. Its core service suite comprises Wealth Management, Retirement Planning (401k), Estate Planning, Insurance Planning, and Tax Planning, supported by a New Client onboarding process. Around this core, the firm layers two auxiliary modules: a Financial Resources media center (Videos, Articles, Podcasts) and a Free Consultation Request intake form on the Contact page. Client-facing account access is delivered through a third-party BD Reporting portal, and securities/advisory services are fulfilled through its affiliation with Cetera Wealth Services, LLC and Cetera Investment Advisers LLC.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Retirement Planning (401k) Retirement-focused planning service, including 401(k) strategy, provided to U.S. individuals and families.
- Estate Planning Estate planning service that helps clients structure the transfer of assets and related decisions as part of an integrated financial plan.
- Insurance Planning Insurance planning service that addresses risk and protection needs within a client's overall financial plan.
- Tax Planning Tax planning service offered as part of the firm's comprehensive approach to a client's financial life.
- New Client Process Onboarding workflow describing the steps new clients follow to engage King Financial Network's wealth management services.
- Free Consultation Request Contact form on the homepage and Contact page that enables prospects to request a free consultation with a King Financial representative.
Companies that use King Financial Network
Customer profileSegments3 records
Ideal customer profiles2 records
King Financial Network technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
King Financial Network partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
King Financial Network competitors and assessment
Company assessmentBroad incumbents
- Cetera Financial Group: The large independent broker-dealer and RIA network that provides KFN's execution and advisory infrastructure. Cetera is directly comparable because it hosts hundreds of similar independent advisor practices serving mass-affluent and HNW clients nationwide.
- LPL Financial: The largest independent broker-dealer in the U.S., supporting thousands of independent advisor practices. Highly comparable to KFN as an alternative independent-BD/RIA affiliation model serving individual investors with comprehensive wealth management.
- Northwestern Mutual: A large, relationship-driven wealth management and insurance firm with a comprehensive planning model covering wealth, retirement, estate, and insurance — closely mirroring KFN's five-pillar service suite.
- Edward Jones: A national, office-based wealth management firm with thousands of branch offices serving individual investors with comprehensive planning. Comparable to KFN's in-person, advisor-led, mass-affluent-to-HNW model.
- Ameriprise Financial: A diversified financial services firm with a large advisor network delivering wealth management, retirement, and planning services to individuals and HNW households — a directly overlapping offering and target segment.
- Raymond James Financial: A diversified financial services holding company with a sizable wealth management arm and advisor-affiliated model. Comparable to KFN for offering wealth, retirement, and estate planning through a relationship-based advisor network.
- Merrill Lynch Wealth Management: The wealth management arm of Bank of America serving HNW and mass-affluent clients with comprehensive planning, investing, and banking services. Comparable to KFN as a comprehensive, in-person wealth advisor competing for the same affluent households.
- Charles Schwab: A major brokerage and wealth management platform with both self-directed and advisor-led channels. Comparable to KFN as a competing wealth management destination for mass-affluent and HNW households, with the added dimension of Schwab's robo-advisor offering.
- Fidelity Investments: A large diversified financial services firm offering brokerage, advisory, retirement, and wealth management services. Comparable to KFN as a broad wealth management competitor for the same individual and HNW client segments.
Direct peers
- Wealth Enhancement Group: An independent RIA platform built through acquisitions of local wealth management practices. Comparable to KFN as a similarly positioned independent wealth management firm serving individuals and HNW households, and a likely roll-up acquirer for a practice of KFN's profile.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights5 records
Customer concentration
King Financial Network social profiles
Digital presenceKing Financial Network compliance and trust
Trust signalCompliance4 records
King Financial Network financial estimates
Financial estimateRevenue estimate
Valuation estimate
King Financial Network leadership team
Management profileNumber of profiles
Profiles1 record
King Financial Network funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
King Financial Network M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about King Financial Network
What does King Financial Network do?
King Financial Network is a team-based wealth management practice that delivers comprehensive, customized, and independent financial planning services — including wealth management, retirement (401k) planning, estate planning, insurance planning, and tax planning — to U.S. individuals and families. Securities are offered through Cetera Wealth Services, LLC and advisory services through Cetera Investment Advisers LLC, with a free initial consultation serving as the entry point for new clients.
Is King Financial Network a public or private company?
King Financial Network is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was King Financial Network founded?
King Financial Network was founded in 2015. It employs 11 to 50 people.
Where is King Financial Network based?
King Financial Network is headquartered in Manalapan, United States, in the North America region.
How does King Financial Network make money?
Two revenue lines are on record. Wealth Management & Advisory Fees are the primary driver. The others are securities Commissions.
Who are King Financial Network's main competitors?
Broad incumbents on record are Cetera Financial Group, LPL Financial, Northwestern Mutual, Edward Jones, Ameriprise Financial, Raymond James Financial, Merrill Lynch Wealth Management, Charles Schwab and Fidelity Investments. Wealth Enhancement Group is listed as a direct peer.
Does King Financial Network have an API?
No public API is recorded for King Financial Network.
What industry is King Financial Network in?
King Financial Network's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.