Konrad
Kern

Adero Partners, LLC

CRD#7147949
Investment Advisor
in Pleasanton, CA

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About this Advisor

Konrad Kern is a financial advisor based in Pleasanton, California, working with Adero Partners, LLC. Konrad has previously held positions at the University Of California, Davis, General Nutrition Center, Hines Warner Wealth Management, LLC, Adero Partners, LLC, and Media Wealth, LLC. Konrad has passed the Series 65 regulatory exam and is registered to provide services in California and Oregon. Currently, Konrad is part of Adero Partners, LLC, which operates out of Pleasanton, California. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5000 Hopyard Road Suite 460
Pleasanton, CA 94588

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Adero Partners, LLC Brokerage Details

Total Assets Under Management

$4,035,668,036

CA Average: $7,578,581,321
Total Number of Employees

51

CA Average: 43
Total Number of Accounts

3,511

CA Average: 3,727
Average Account Size

$1,149,435

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Konrad Kern Work History

2023 - Present (2 years)

Media Wealth, LLC

2019 - Present (6 years)

Adero Partners, LLC

2018 - 2019 (1 year)

Hines Warner Wealth Management, LLC

2015 - 2018 (3 years)

General Nutrition Center

2013 - 2018 (5 years)

University Of California, Davis

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Konrad Kern to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Adero Partners, LLC

Leilah Buker
Beaverton, OR
Regan Smith
Denver, CO
Alina Sohng
San Jose, CA
Mark Bates
Orinda, CA
Konrad Kern
Pleasanton, CA
Adam Farid
San Francisco, CA
Rebekah Mull
Pleasanton, CA
Jayne Smith
Pleasanton, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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