Advisor at Kim Knotts, RIA
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Firm
Kim Knotts, RIA
Location
Folsom, CA 95630
Credentials
Series 63, Series 65
Industry experience
27 years
Kimberly Tucker Knotts is the sole advisor at Kim Knotts, RIA, an independent firm based in Folsom, California. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding her firm in 2017, she worked at several investment advisory and securities firms. Outside of her advisory role, she owns and operates businesses in real estate sales and mortgage lending, as well as income tax preparation and consulting. Kim Knotts, RIA provides investment advisory and portfolio management services primarily to individual clients, along with comprehensive financial planning and retirement plan consulting. The firm manages approximately $9.3 million in client assets using a multi-asset allocation approach tailored to client risk tolerance and time horizon, with all accounts managed on a non-discretionary basis. The firm also maintains affiliations with real estate and tax service businesses, allowing it to offer ancillary real estate, tax, and insurance services.
One-time initial financial plan fee of $600 (not in addition to hourly fee)
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001+: 1.00%
$250/hour, negotiable
Account minimum: $250,000 Fee-only: Advisory fees and hourly financial planning fees; no commissions or sales-based compensation
101 Parkshore Drive
Folsom, CA 95630
California
Kim Knotts Ria, Llc
2017 - Present (9 years)
Scf Investment Advisors, Inc
2016 - 2017 (1 year)
Scf Securities, Inc
2016 - 2017 (1 year)
Securities America Inc
2015 - 2016 (1 year)
Securities America Advisors
2015 - 2016 (1 year)
Sierra Foothills Real Estate Services, Inc.
2012 - Present (14 years)
Sierra Foothils Tax Services, Inc.
2007 - Present (19 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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