Advisor at Family Wealth Advisors
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Firm
Family Wealth Advisors
Location
Farmington, UT 84025-3936
Credentials
Series 63, Series 65
Industry experience
33 years
James Knight Jr. is a financial advisor with Family Wealth Advisors in Farmington, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Family Wealth Advisors since 2005. Outside of his advisory role, Mr. Knight is a licensed real estate broker and a managing partner in affiliated real estate businesses, including ownership interests in private real estate syndications. 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 and specialist 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, Ste 101
Farmington, UT 84025-3936
Utah
Family Wealth Advisors
2005 - Present (21 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
David Russell Fjeldsted
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
Series 63, Series 66
Kaysville, UT
Monson Wealth Management LLC
CFP®, Series 63, Series 66
Woods Cross, UT
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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