Family Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,000,000
Clients
75
Advisors
2
of 3 employees
About
Family Wealth Advisors provides financial planning and discretionary investment management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. Services described in the brochure include written financial plans, ongoing portfolio management, and implementation through custodial accounts at independent custodians.
The firm implements proprietary Target Return model portfolios (labeled 6%–10%) constructed with no‑load mutual funds and ETFs and by selecting specialist institutional money managers; accounts are typically managed on a discretionary basis and fees are billed as a percentage of assets. Client intake relies on in‑depth interviews to set objectives and risk tolerance, and accounts are reviewed periodically with rebalancing and custodian‑driven reporting.
Notably, the firm’s principal maintains equity interests in affiliated limited‑liability companies that own and manage a mobile home park and operate a manufactured‑home retail business, and the adviser acted as sponsor/syndicator for a private real estate pooled vehicle that solicited investments from clients and non‑clients. Those affiliated real estate activities, related brokerage/syndication work, and the receipt of compensation tied to those ventures represent involvement in private pooled investments and other financial product sales—features the brochure highlights and that are less common among similar advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% per annum $2,000,001 - $5,000,000: 0.80% per annum $5,000,001+: 0.60% per annum
$150 per hour for written financial plan
Main office
670 West Shepard Lane, Ste 101
Farmington UT 84025-3936
Advisors at this office
2
Most active in
Utah
Also doing business as
Family Wealth Advisors · Family Wealth Advisors, LLC · Knight, (Jr), James Rodney · Physician Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
James K
Series 65
Farmington, UT
Family Wealth Advisors
James Knight is a Series 65-licensed financial advisor with Family Wealth Advisors in Farmington, Utah, where he has worked since 2010. He has 14 years of industry experience. Outside of advisory work, Mr. Knight holds a 50% interest in East Meadows Homes, a company involved in managing a mobile home park and related real estate investments. Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $44.4 million in discretionary assets. The firm offers written financial planning and discretionary portfolio management using proprietary model portfolios, institutional managers, and integrates non-public pooled real estate investments through affiliated entities.
James K
Series 63, Series 65
Farmington, UT
Family Wealth Advisors
James Knight Jr. is a financial advisor with Family Wealth Advisors in Farmington, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Family Wealth Advisors since 2005. Outside of his advisory role, Mr. Knight is a licensed real estate broker and a managing partner in affiliated real estate businesses, including ownership interests in private real estate syndications. Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $44.4 million in discretionary assets. The firm offers written financial planning and discretionary portfolio management using proprietary model portfolios and specialist institutional managers, and integrates non-public pooled real estate investments through affiliated entities.
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