Advisor at OSAIC
Updated today
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About
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.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Life insurance needs analysis
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Occupation focus
Retired
Self-Employed
Demographic focus
Approaching retirement
Mid-Career Professionals
Retired
Fee options
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.
$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program
Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.
$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.
Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.
Location
La Mesa, CA
Most active in
Grant K has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
OSAIC
2023 - Present (3 years)
SagePoint Financial, Inc.
2010 - 2023 (13 years)
Pacifica Mortgage
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
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.
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:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Scott S
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Conscious Investment Services, LLC
Lee T
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HEDGEWISE
Kyle T
ChFC®, Series 66
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Tweet Management Services, Inc.
Rajiv R
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San Diego, CA
Colva Capital LLC
Robert L
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San Diego, CA
Torrey Wealth, LLC
Earl W
Series 66
San Diego, CA
Spirit Global Investment Advisors, LLC
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