Family Wealth Advisors
Family Wealth Advisors (CRD# 117475) is a financial advisory firm headquartered in Farmington, UT. They manage $24,500,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$204,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
James Knight (CRD# 5576866) is an Investment Advisor Representative working at Family Wealth Advisors in Farmington, UT and has over 6 years of experience in the finance industry.
James Knight (CRD# 729539) is an Investment Advisor Representative working at Family Wealth Advisors in Farmington, UT and has over 25 years of experience in the finance industry. James Knight 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.