Advisor at Meritas Wealth Management, LLC
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Firm
Meritas Wealth Management, LLC
Location
San Rafael, CA 94903
Credentials
CFP®
Industry experience
19 years
Kenneth Gott is a CFP® professional with 19 years of experience in financial planning and investment management. He has been with Meritas Wealth Management, LLC since 2015. Outside of his advisory role, he participates as a mentor in the Financial Planning Association’s Residency Program, where he develops and delivers financial planning case studies for CFP® professionals and candidates. Meritas Wealth Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term, diversified portfolios based on written Investment Policy Statements and primarily uses no-load mutual funds and passive strategies informed by academic research.
Based on Meritas Wealth Management, LLC
Financial planning fixed fees negotiated individually, typically $4,000 to $7,000 for comprehensive plans
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Hourly rate ranges from $175 to $500 per hour depending on personnel
Consulting fees generally billed on retainer; retainer fee used for some accounts not meeting minimum annual fee
Minimum fee: Minimum annual fee of $10,000 per client, may be waived at discretion Fee-only: Fee-only financial planning and investment management; no commissions or finder's fees accepted
3950 Civic Center Drive, Suite 210
San Rafael, CA 94903
California · Texas
Meritas Wealth Management, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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