Advisor at Family Wealth Advisors
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Firm
Family Wealth Advisors
Location
Farmington, UT 84025
Credentials
Series 65
Industry experience
14 years
James Knight is a Series 65-licensed financial advisor with Family Wealth Advisors in Farmington, Utah, where he has worked since 2010. He has 14 years of industry experience. Outside of advisory work, Mr. Knight holds a 50% interest in East Meadows Homes, a company involved in managing a mobile home park and related real estate investments. Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $44.4 million in discretionary assets. The firm offers written financial planning and discretionary portfolio management using proprietary model portfolios, institutional managers, and integrates non-public pooled real estate investments through affiliated entities.
Based on Family Wealth Advisors
$0 - $2,000,000: 1.00% per annum $2,000,001 - $5,000,000: 0.80% per annum $5,000,001+: 0.60% per annum
$150 per hour for a written financial plan
670 West Shepard Lane, Suite 101
Farmington, UT 84025
Utah
Family Wealth Advisers
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63, Series 65
Farmington, UT
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Series 63, Series 66
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Monson Wealth Management LLC
CFP®, Series 63, Series 66
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Black Bridge Advisors, LLC
CFP®, Series 63, Series 66
Kaysville, UT
Kinnect Advisor Group, L.L.C.
Series 65
North Salt Lake, UT
Maximus Wealth Advisors
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