John
Closi
Adero Partners, LLC
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About this Advisor
John Closi is a certified financial planner operating in Portland, Oregon with 3 years of relevant experience. Closi works at Adero Partners, LLC. Closi has gained experience at Western Kentucky University, Advisors Ahead, Ameriprise Financial Services, Inc, Financial Advocates Investment Management, Cwm, LLC Dba Carson Group Partners, Clear Resource Group, LLC and Hines Warner, A Vista Wealth Management, LLC Company. Closi holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California and Oregon. Adero Partners, LLC is a registered investment company based in Palo Alto, CA. The company has offices in five locations and a total of 53 advisors. It administers $3 billion in assets under management across its 3,570 accounts, placing it among the largest firms in the United States by assets under management. The firm advises three charities and foundations. Of its 3,570 accounts, 66% belong to high-net-worth clients who have greater than $1 million in investable assets. Adero Partners, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees largely depend on which services the firm provides the client. However, fee types charged by Adero Partners, LLC can consist of some blend 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
John Closi Work History
John has been registered as a financial advisor for 3 years.*
Hines Warner, A Vista Wealth Management, LLC Company
Clear Resource Group, LLC
Cwm, LLC Dba Carson Group Partners
Financial Advocates Investment Management
Ameriprise Financial Services, Inc
Advisors Ahead
Ameriprise Financial Services, Inc
Western Kentucky University
*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 John Closi 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
Palo Alto, CA
Palo Alto, CA
Solana Beach, CA
Palo Alto, CA
Portland, OR
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
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.
