A complete list of active advisors currently associated with Kim Knotts, RIA
Warmer can help you find a great advisor at Kim Knotts, RIA or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kim Knotts, RIA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Folsom, CA
| 27
|
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