Advisor at North Financial Advisors
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Firm
North Financial Advisors
Location
San Diego, CA 92116
Credentials
CFP®, Series 65
Industry experience
10 years
Cady North is a CFP®-certified financial advisor with 10 years of industry experience, operating North Financial Advisors in San Diego, CA. She has been with the firm since 2015 and also engages in teaching, speaking, and coaching activities, in addition to authoring books. North Financial Advisors is an independent firm managing approximately $41.7 million for about 30 clients, including individuals, charitable organizations, and businesses. The firm employs a primarily passive investment approach with diversified, low-cost index portfolios and offers comprehensive, ongoing financial and business planning services alongside public education through seminars and workshops.
Based on North Financial Advisors
Based on North Financial Advisors
Based on North Financial Advisors
Mini Financial Planning Sessions: $749 to $2,000 per session; Business Planning Services: $12,000 to $25,000 per year minimum fee; Comprehensive Financial Planning: minimum first-year fee $6,625 individuals, $10,500 couples; subsequent years $4,500 individuals, $6,000 couples
1.00% annually
$375 per hour, minimum charge $750
9920 Pacific Heights Blvd, Suite 150 Pmb 4859
San Diego, CA 92116
California · District of Columbia · Virginia
North Financial Advisors LLC
2018 - Present (8 years)
North Financial Advisors LLC
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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