Registered Investment Advisory Firm · Gilbert, Arizona
We take what was traditionally gatekept and only available to the top one percent, and bring that to the top five to ten. Real financial planning. Real investment management. A real relationship.
From $3,000 · Delivered by Aaron
1% AUM · $250K+ investable assets
Bespoke sub-advisory · $500K+
Registered with the Arizona Corporation Commission. Series 65 licensed. CRD #338475.
Registered RIA · Arizona
1% AUM · No hidden fees
Series 65 Licensed · IAR
100% of your financial picture
Fiduciary Standard · Client-first
Our Services
Whether you need a clear plan or full ongoing management, we build around what matters to you specifically — not a template designed for someone else.
Starting at $3,000
A comprehensive, custom financial plan covering your complete financial picture — income, debt, retirement, tax strategy, and goals — delivered personally by Aaron.
1% Annually
A comprehensive, custom financial plan covering your complete financial picture — income, debt, retirement, tax strategy, and goals — delivered personally by Aaron.
$500K+ Accounts
Bespoke sub-advisory for clients with more complex portfolios — derivatives, tax-efficient structuring, opportunity zones, and concentrated position management.
Aaron Richards · Founder, KWP
Our Mission
Most advisory firms won't return your call if your portfolio isn't eight figures. The strategies that actually make a difference — tax planning, portfolio structuring, comprehensive financial planning — have been gatekept for decades.
How It Works
1
A few qualifying questions to help us come prepared. Takes five minutes.
2
We learn about your situation and confirm we're the right fit for you.
3
Aaron personally delivers your financial plan or opens your investment account.
4
Quarterly check-ins, proactive updates, and a team that stays ahead of your needs.
Founder & CEO · Kingsley Wealth Partners
About Aaron
My background isn't traditional finance. I studied organizational leadership, then human behavior and industrial psychology, because I was more interested in why people make the decisions they make than which fund outperforms which benchmark. That turned out to matter more than I expected.
In 2022 I built a company that grew into an eight figure business in just two years. It taught me everything about marketing, client psychology, and operating at scale. But it lived in a corner of financial services with no regulatory floor beneath it.
So I spent the better part of two years studying for my Series 65, then exited that business cleanly to build what I'd actually been working toward the entire time: a registered wealth management firm that serves the people who've been left out of the conversation.
Whether you need a clear plan or full ongoing management, we build around what matters to you specifically — not a template designed for someone else.
