Kenneth GottCRD Number: 4364789
Current Firm: Meritas Wealth Management, LLC
Kenneth Gott (CRD# 4364789) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Kenneth Gott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Meritas Wealth Management, LLC||Larkspur, CA||Sep 2015 - Current||6|
|Retired||San Francisco, CA||Aug 2014 - Sep 2015||1|
|Aspiriant, LLC||San Francisco, CA||Jan 2008 - Aug 2014||6|
Total Assets Under Management561MILLIONS
Total Number of Accounts912ACCOUNTS
Average Account Value$614,663
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, TX, WA
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