Gregory
Warner

Adero Partners, LLC

CRD#4130305
Investment Advisor
in Portland, OR

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About this Advisor

Gregory Warner is a certified financial planner based out of Portland, Oregon with 4 years of relevant experience. Warner works at Adero Partners, LLC. Over the course of their career, they have held roles at Hines & Warner Wealth Management, LLC and Hines Warner, A Vista Wealth Management Company. Warner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Oregon. Adero Partners, LLC is a registered investment company headquartered in Palo Alto, CA. It has offices in five locations and a total of 53 financial advisors. It controls $3 billion in assets under management between its 3,570 client accounts, placing it among the largest firms in the country by assets under management. The firm advises three charitable organizations. Of its 3,570 client accounts, 66% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Adero Partners, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

Office Location

1500 Sw First Avenue Suite 990
Portland, OR 97201

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Adero Partners, LLC Brokerage Details

Total Assets Under Management

$3,376,501,663

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

53

OR Average: 43
Total Number of Accounts

3,570

OR Average: 3,727
Average Account Size

$945,799

OR Average: $2,033,427

Investment Advisory Services

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

Gregory Warner Work History

Gregory has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Hines Warner, A Vista Wealth Management Company

2007 - 2019 (12 years)

Hines & Warner Wealth Management, LLC

*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 Gregory Warner 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

Mark Bates
Palo Alto, CA
Alina Lee
Palo Alto, CA
Adam Farid
Solana Beach, CA
Luis Amato
Palo Alto, CA
Jayne Smith
Palo Alto, CA
Rebekah Mull
Palo Alto, CA
Mehul Khivesara
Palo Alto, CA
John Closi
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. 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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