WealthValues, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services delivered primarily on a discretionary basis. The firm reports managing about $466.5 million in client assets for a small client roster, with advisory services tailored to each client’s stated objectives.
The firm’s investment approach emphasizes asset allocation, diversification, and tax-aware portfolio construction, combining passive and active strategies and selecting third-party managers based on philosophy, consistency, and track record. WealthValues uses institutional brokerage relationships that provide research and execution support, and it provides rollover recommendations under the ERISA/IRC fiduciary standard or, alternatively, an educational approach when appropriate.
What distinguishes the firm from many peers is its scale relative to advisory headcount: with two advisors and a small number of clients, its assets under management per advisor exceed $200 million, a level uncommon among supported firms. WealthValues also does not sponsor wrap fee programs, does not accept performance-based fees, and generally does not take custody of client assets beyond the ability to debit advisory fees.
Client services
Expertise
Fee options
Financial planning services fixed fee not less than $5,000; updates to financial plans fixed fee not less than $2,000
0.25% to 1.00% (percentage fee depends on assets under management)
Minimum fee: Financial planning fixed fees generally not less than $5,000; updates to financial plans generally not less than $2,000 Fee-only: Annual Fixed Fee (varies by scope and assets); Annual Fixed Fee plus Percentage of AUM; Percentage of Assets Under Management (0.25% to 1.00%)
Main office
See office303 Twin Dolphin Dr., Suite 600
Redwood City CA 94065
Advisors at this office
1
Offices (2)
Most active in
California · Texas
Also doing business as
Kk Wealth Advisors · Kk Wealth Advisors, LLC · Wealthvalues, 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 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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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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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Samuel G
Series 65, Series 66
Houston, TX
WealthValues, LLC
Samuel Goodfriend is a financial advisor at WealthValues, LLC in Houston, TX, with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining WealthValues in 2021, he worked at Edward Jones from 2019 to 2021. WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services primarily on a discretionary basis. The firm focuses on asset allocation, diversification, and tax-aware portfolio construction, combining passive and active strategies and selecting third-party managers based on philosophy, consistency, and track record.
Karen G
CFP®, PFS™
Redwood City, CA
WealthValues, LLC
Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.
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