^Answers Common Questions

There's no single number — it depends on your desired lifestyle, timeline, income sources (Social Security, pensions, savings), and how those integrate into a full plan. Rather than guess, start with a personalized estimate, then let's build the comprehensive plan around it. 

It means knowing exactly where your money goes — and making sure it doesn't quietly profit from things like abortion, pornography, gambling, or tobacco, while actively supporting companies you'd be proud to own. Through our partnership with OneAscent, we can run a full moral-screen analysis on your current holdings and build a portfolio aligned with your convictions, without sacrificing competitive returns.

A fiduciary is legally and ethically bound to act in your best interest — not to sell you a product that pays the biggest commission. Through our Registered Investment Adviser, OneAscent Financial Services, LLC, every recommendation we make is held to that standard, always.

Come as you are — no spreadsheets required for a first conversation. If you'd like to make the most of it, recent account statements (401(k), IRA, brokerage), a sense of your income and expenses, and any specific goals or concerns on your mind are all helpful. We'll take it from there.

Yes — we work with clients across more than 24 states through a hybrid of in-person and virtual meetings. This matters especially for values-aligned investing, since it's a specialty relatively few advisors offer locally, so many of our clients choose expertise and fit over geographic proximity.

Fees vary by advisor and by service model — fee-only, commission-based, or a fee-based hybrid — typically ranging from 0.5%–1.75% of assets managed annually, or flat/hourly rates for planning-only work. At Hampton Square, the fee for assets under management includes comprehensive financial planning and values-aligned portfolio management, plus ongoing access to our team. Every initial consultation is free.

A Certified Kingdom Advisor (CKA®) is a financial professional certified by Kingdom Advisors to integrate biblical principles into financial planning — investing, estate planning, generosity, and stewardship — alongside standard technical credentials like the CFP®. It requires an underlying planning credential or 10+ years of experience, a proctored exam, and references, including one from a church leader. Two members of our team hold this designation.

A financial advisor focuses on growing and managing wealth you already have — investments, retirement, tax strategy — and is typically the right fit once you have assets to invest (generally $100k+). A financial counselor focuses on financial basics — budgeting, debt payoff, credit — for those still building a foundation. Many people use both at different stages.