Advisor at Wealth Alliance, LLC
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Firm
Wealth Alliance, LLC
Location
San Diego, CA 92130
Credentials
Series 63, Series 65
Industry experience
26 years
Kevin Barrett is a financial advisor with Wealth Alliance, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wealth Alliance since 2006 and also maintains a role at Independent Financial Group, LLC. Outside of financial advising, he is the owner of VitalNRG, a company developing a wave energy converter device, and serves as a consultant for Innovative California Biosciences International. Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants, and small businesses, with a focus on business owners and executives transitioning to retirement as well as emerging-wealth professionals. The firm manages approximately $64.5 million for around 266 clients and offers discretionary investment management along with personal financial analysis and consulting, utilizing proprietary model portfolios and a combination of quantitative and fundamental investment selection methods.
Based on Wealth Alliance, LLC
Based on Wealth Alliance, LLC
Personal financial analysis and consulting services may be charged as flat fees determined prior to service.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,000 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.0% $5,000,001+: 0.80% - Negotiable
Commissions received for sale of private placements, annuities, insurance, and REITs separate from advisory fees.
Personal financial analysis and consulting services charged at $250 per hour or as otherwise agreed.
Account minimum: $250,000 Fee-only: Personal financial analysis and consulting fees billed at $250 per hour or hourly/flat fee as agreed.
12526 High Bluff Dr. #300
San Diego, CA 92130
California
Wealth Alliance, LLC
2006 - Present (20 years)
Independent Financial Group, LLC
2004 - Present (22 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:
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
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.
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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