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How can we help you?
Our team is dedicated to helping you achieve your financial goals with personalized solutions. Explore the resources below and feel free to contact us directly with any questions or for further assistance.

Frequently Asked Questions

Everything you need to know

How can I get started with Kingswood Advisors?

No matter your need, please contact Ryan Sabet, Director of Acquisitions, Recruiting and Strategic Initiatives (rsabet@kingswoodus.com). After a brief conversation to understand what you hope to accomplish, he will introduce you to the Kingswood team who can help you achieve those goals.

What is the benefit of working with an independent financial advisor?

Working with a financial advisor offers several benefits, including personalized financial planning, expert investment advice, risk management, and assistance with tax and estate planning. Advisors can help set and achieve financial goals, provide objective insights, and keep clients disciplined and focused on long-term strategies. They also stay updated on financial trends and regulations, potentially enhancing returns and reducing financial stress for their clients.

Is there a Kingswood Advisor near me? If so, how do I get in touch?

We have coverage in almost every state, and advisors who are willing to collaborate with investor clients virtually. Please contact Ryan Sabet, Director of Acquisitions, Recruiting and Strategic Initiatives (rsabet@kingswoodus.com). After a brief conversation to understand you and what you hope to accomplish, he will introduce you to a Kingswood Advisor.

How much does it cost to work with a financial advisor?

Independent financial advisors all bill differently – some charge a percentage of assets under management, some charge fixed fees for specific services, and, depending on the products in your portfolio, they may also earn commissions. Fee structure and billing should be an important part of your initial conversation with your Kingswood Advisor.

Locations
Atlanta skyline from piedmont park
Atlanta, GA
175 Country Club Drive Building 400, 

Suite D Stockbridge, GA 30281
Austin texas skyline
Austin, TX
200 E. 6th Street Austin, TX 78701
Boca Raton, FL
7280 W Palmetto Park Rd.
Suite 301 Boca Raton, FL 33433
Miami, FL
Sabadell Financial Center 1111 Brickell Avenue, 
Suite 1820, Miami, FL 33131
Nashville, TN
818 18th Avenue South, Suite 950
Nashville, TN 37203
New York skyline
New York, NY
Tower 56 126 E. 56th Street, 

Suite 22S New York, NY 10022
San Diego, CA
11440 W. Bernardo Court, 

Suite 300 San Diego, CA 92127