Adam Kint is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Sacramento, CA, with 29 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26,325 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allworth Financial offers investment management services through a wrap fee program and a non-wrap fee program. You'll pay a percentage of your portfolio each quarter, billed in advance. The exact percentage depends on the type and amount of your investments. There's a $2,500 minimum annual fee. The maximum fee charged is 2.00%. The wrap fee covers advisory services and most trade execution fees. The non-wrap fee program covers advisory services, but does not include trade execution fees.
Location
8775 Folsom Blvd., Suite 100, Sacramento, CA, 95826
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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 ActivitiesSells Insurance
Adam is an independent insurance agent since 2000, selling approximately 20 policies per year, dedicating minimal time during trading hours. He is also a board member for Hands for Hope, a youth charity, spending a few hours per week outside of business hours.
Employment History
Current Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
Previous Registrations
Lane Florence, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Pathway Retirement Network
Hanson Mcclain Advisors
Hanson McclainBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Planco Financial Services, INC.Broker
Hanson Mcclain Retirement Network, LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Nationwide Investment Services CorporationBroker
Mony Securities CORP.Broker
State Registrations51 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.