Kim Knotts, RIA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer plan sponsors. Services include portfolio construction using multi-asset strategies, written financial plans or hourly consultations, and participant education and plan monitoring for retirement plans.
Investment advice is delivered through individualized asset-allocation models that divide holdings among growth, income, and diversifying asset classes and are reviewed periodically to reflect market conditions and client objectives. All client accounts are managed on a non-discretionary basis, so the adviser makes recommendations but clients retain final approval for trades and implementation.
What is distinctive is the firm principal’s concurrent operating roles in related fields: an affiliated real estate brokerage and a tax/accounting practice, and licensure to sell insurance and real estate, with those services offered under separate agreements. The firm is relatively small—managing roughly $8.3 million across about 29 client relationships—and discloses and documents potential conflicts arising from its real estate, tax, and insurance activities.
Client services
Expertise
Fee options
One-time initial financial plan fee of $600 (not in addition to hourly fee)
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001+: 1.00%
$250/hour, negotiable
Account minimum: $250,000 Fee-only: Advisory fees and hourly financial planning fees; no commissions or sales-based compensation
Main office
101 Parkshore Drive
Folsom CA 95630
Advisors at this office
1
Most active in
California
Also doing business as
Kim Knotts Ria, LLC · Kim Knotts, Ria · Knotts Financial Wellness Center · Tucker Knotts, Kimberley Diane · Tucker Knotts, Kimberly Diane
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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