Grow With Me
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grow With Me serves individual and high‑net‑worth clients, as well as charitable organizations and corporate plan sponsors, offering tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm provides both ongoing discretionary management and project- or hourly‑based financial planning, and may use third‑party managers (TAMPs) to implement client allocations.
The investment approach is primarily passive, constructing asset‑class portfolios using index mutual funds and ETFs to manage correlation, risk, and return, while also employing fundamental, technical, cyclical and charting analysis and the selective use of other instruments (including options and bonds) where appropriate. The adviser conducts periodic reviews, monitors outside managers it recommends, and integrates tax and estate considerations into account supervision and planning recommendations.
What is notable about this firm is the combination of advanced advisory credentials at the principal level (CFP, CFA and Enrolled Agent) with in‑house tax‑preparation services and life and health insurance licensing, activities the firm discloses as generating additional compensation. That mix—investment advisory, employee plan consulting, tax preparation and insurance product sales within a small, supported adviser structure—distinguishes the firm from many peers and is described transparently in its regulatory brochure.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project based financial planning fixed fee ranges from $1,500 to $15,000
$1 - $500,000: 1.50% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.10% $5,000,001+: 1.00%
Financial planning hourly rate between $150 and $350 per hour
Fee-only: Financial planning fixed fee range $1,500 to $15,000; hourly fees $150 to $350 per hour
Main office
See officeLas Vegas NV
Advisors at this office
1
Offices (3)
Most active in
California · Nevada
Also doing business as
Cordero Capital · Grow With Me · Grow With Me, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Andrik C
CFA®, Series 66
Las Vegas, NV
Grow With Me
Andrik Cordero is a CFA® and holds a Series 66 designation with nine years of industry experience. He has been with Grow With Me, LLC since 2018 and previously worked at Centaurus Financial Inc. for two years. Grow With Me serves individual and high-net-worth clients, charitable organizations, and corporate plan sponsors by offering tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and integrates tax and estate considerations into its planning.
John W
Series 65
Sebastopol, CA
Grow With Me
John Witten is a financial advisor at Grow With Me with eight years of industry experience. He holds a Series 65 designation and previously worked at W10 Investment Advisers, LLC. Outside of his advisory role, he is a member of TPIS, LLC. Grow With Me is a state-registered advisory firm managing approximately $57.1 million for about 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment management with index funds and ETFs, while also incorporating various analytical methods and outside managers, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance.
Alexander K
Series 63
Reno, NV
Grow With Me
Alexander Kasper is a financial advisor with Grow With Me, holding a Series 63 license and bringing 28 years of industry experience. He has been with Grow With Me since 2023 and has been working under his own name since 1996. Grow With Me serves individual and high-net-worth clients, charitable organizations, and corporate plan sponsors by providing tailored portfolio management, financial planning, and employee benefit plan advisory services. The firm employs a primarily passive investment approach with periodic reviews and integrates tax and estate considerations into its planning.
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