Brad Kingsley, CFP® Maximize Your Money | Cast Financial

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About Brad Kingsley, CFP®

Hi! I’m Brad Kingsley, a fee-only financial planner based in Charleston, South Carolina – serving clients worldwide through technology solutions.

I help professionals and business owners clarify their finances then develop and execute a plan to achieve their personal life goals – through fee-only comprehensive financial planning.

FINANCIAL PLANNING:
An ideal financial plan is built around your specific values, goals, and dreams.

Within our relational process, we’ll clarify your current financial state, explore your ideal vision of the future, and evaluate options to achieve as much as possible – considering prioritization of various scenarios.

Financial planning solutions include advice on cash flow and budgeting, debt management, investments, retirement planning, employee benefits, insurance, real estate, and topics specific to current and future small business owners.

INVESTMENT MANAGEMENT:
As a fee-only financial advisor, I do not receive commissions or other compensation from the sale of specific investments or insurance products. This is a conflict-of-interest I decided to purposely avoid. I represent you and your best interests, and only get paid based on a clear agreed-upon fee schedule.

Investing is just one part of a healthy financial plan – but an important part.

In our relationship, we will clarify your risk tolerance to understand the best way to balance your portfolio and minimize your investing anxiety. We also clarify personal details and goals, and merge this with risk profiles, to optimize your portfolio in the best way toward your goals – for you personally.

BUSINESS ADVISEMENT:
With business advisement, I help small business owners maximize the value of their businesses. This includes business operations, finance, and profits, but also positioning intrinsic value for a future exit/sale.

Personally I have started, grown, managed, and successfully sold my own business. I’ve dealt with startup tasks, human resources, technology, management, finance and everything else you are dealing with. If you want someone to come alongside you who has already successfully navigated these areas, let’s talk about business advisement services.

 

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Ideal Clients

  • Business Owners
  • Business Planning
  • Entrepreneurs
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • AUM: 0.85%

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