James
Knight
Adero Partners, LLC
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About this Advisor
James Knight is a financial advisor who works in Palo Alto, California who has 5 years of relevant experience. Knight is an advisor for Adero Partners, LLC. Throughout their career, they have worked at Vista Wealth Management and Vista Wealth Management Group, LLC. Knight holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Adero Partners, LLC is a financial advisory company based in Palo Alto, CA. The investment advisory business has offices in five locations and a total of 53 employees. It administers $3 billion in assets between its 3,570 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 3,570 client accounts, 66% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Adero Partners, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on which service is offered. However, fee types charged by Adero Partners, LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$3,376,501,663
53
3,570
$945,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Knight Work History
James has been registered as a financial advisor for 5 years.*
Vista Wealth Management Group, LLC
Vista Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Knight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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