Advisor at Modern Money Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Modern Money Management LLC
Location
San Diego, CA
Credentials
CFP®
Industry experience
11 years
I am not your typical financial advisor. You probably won’t find me in a suit; I don’t use many fancy words, and I’m not a slick salesperson. I enjoy surfing, being outdoors, running around the house with my two kids, and I also happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek when it comes to all things money and can nerd out about everything from credit card points to macroeconomics, but I also love grabbing a drink and hearing about what’s happening in your life or chatting about common hobbies—I have a lot of them.
Discussing money is very personal, and I want to be the guy you can trust to get an honest answer or perhaps explain the “how-to” without fear of judgment. I don’t believe there’s such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing.
I take my fiduciary duty very seriously and believe that transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success, however you define them.
Services I Provide:
• Financial Planning • Investment Management • Tax Planning
Specialties:
• Growing families • California residents • Employees in tech • Physicians • Employees in energy/oil & gas • Socially Responsible Investing (Broad ESG)
Based on Modern Money Management LLC
0.90%
$625/mo.
Everyone starts at $625 per month. That monthly fee is replaced by an AUM fee once I directly manage over $500,000. Only one fee will apply at any given time.
San Diego, CA
California
Modern Money Management
2020 - Present (6 years)
Reilly Financial Advisors
2010 - Present (16 years)
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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.
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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