Kenneth Gott is a CFP-designated registered investment advisor at Meritas Wealth Management, LLC, based in San Rafael, CA, with 19 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 331 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
All fees are negotiable. Some accounts are under different fee schedules honoring prior agreements. Family accounts may be aggregated for the purpose of calculating the advisory fee.
Fee Estimator
Location
3950 Civic Center Drive, Suite 210, San Rafael, CA, 94903
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth is a mentor in the Residency Program at the Financial Planning Association since 2007. He develops and delivers financial planning case studies, spending a limited amount of time on this activity periodically.
Employment History
Current Registrations
Meritas Wealth Management, LLC
Previous Registrations
Aspiriant, LLC
Kfq Investment Advisors LLC
Kochis Fitz
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.