William Tyler Kingsbury
Investment adviser representative at Valley Forge Investment Consultants, Inc.
11 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Valley Forge Investment Consultants, Inc.Sep 2024 to now
- Valley Forge Financial GroupJul 2024 to now
- DoordashMar 2024 to Jul 2024
- 49 Wealth ManagementJun 2023 to Mar 2024
- Purshe Kaplan Sterling InvestmentsJun 2023 to Mar 2024
- Northwestern MutualSep 2022 to Jan 2023
- A Dui PyleJun 2022 to Jul 2022
- UpsJun 2021 to Aug 2021
- DoordashMar 2020 to Aug 2020
- High Point UniversitySep 2019 to May 2023
- Sedona Tap HouseJun 2019 to Sep 2019
- IhopDec 2018 to Jan 2019
- Bishop Shanahan High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valley Forge Investment Consultants, Inc.
$3.5BAssets managed
384Clients
12Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7579970
- Firm CRD
- 123898