Steven B. Kingsley
KINGSLEY FINANCIAL
MOUNT PLEASANT, SC
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CRD#: 6891466
Steven Bradley KingsleyKINGSLEY FINANCIAL
Professional summary
Steven Bradley Kingsley, CFP®, who also goes by Brad Kingsley, is a registered financial advisor currently at KINGSLEY FINANCIAL located in Mount Pleasant, South Carolina and MORRIS FINANCIAL CONCEPTS, INC. located in Mount Pleasant, South Carolina.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Steven has worked at 4 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Services Offered
Business Succession Planning
Comprehensive Financial Planning
Tax Planning
Small Business Planning
Specializations
Business Owners
Cash Flow/Budgets/Credit Issues
Entrepreneurs
Estate & Generational Planning Issues
Generation X
Tax Planning
Biography
Brad Kingsley is a Mount Pleasant, SC fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®). Brad provides comprehensive financial planning, investment management, and small business advisement to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brad is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
INVESTMENT MANAGEMENT
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
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.
Aliases
Brad Kingsley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Bradley Kingsley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
April 11, 2024 - Present
KINGSLEY FINANCIAL
RIA
CRD#: 329133
MOUNT PLEASANT, SC
Current
September 11, 2025 - Present
MORRIS FINANCIAL CONCEPTS, INC.
Office #1: 409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318RIA
CRD#: 114862
MOUNT PLEASANT, SC
Past
March 28, 2022 - August 18, 2025
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Mount Pleasant, SC
Past
December 12, 2017 - December 8, 2024
CAST FINANCIAL
RIA
CRD#: 289302
ANTHEM, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MORRIS FINANCIAL CONCEPTS, INC.
MORRIS FINANCIAL CONCEPTS, INC. | MORRIS TAX PLANNING, LLC
CRD#: 114862 / SEC#: 801-60830
RIA
Registered Investment Advisory firm - (1/11/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(4/2/2025)
IAR
South Carolina(4/11/2024)
Current Firm
MF
MORRIS FINANCIAL CONCEPTS, INC.
MORRIS FINANCIAL CONCEPTS, INC. | MORRIS TAX PLANNING, LLC
CRD#: 114862 / SEC#: 801-60830
RIA
Registered Investment Advisory firm - (1/11/2002 Approved)Loading...
Contact information
Main Address
409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318
Mailing Address
Phone number
(843) 884-6192
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 938 |
| AUM (Assets Under Management) | $ 538,412,506 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/20/2025 | ||
| 07/17/2024 | ||
| 08/25/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
