John Knolle is a CFP-designated registered investment advisor at Saranap Wealth Advisors, based in Walnut Creek, CA, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 62 clients with $69M 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 $250K | 1.15% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fee includes sub-advisor fees if applicable. Fees may be discounted.
Fee Estimator
Location
1212 Broadway Plaza, Suite 2100, Walnut Creek, CA, 94596
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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
John is a landlord for rental real estate in Concord, CA since 2008, receiving passive income. This activity requires minimal time each month.
Employment History
Current Registrations
Saranap Wealth Advisors
State Registrations2 states
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