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Gregory Todd Warner

Adero Partners, LLC

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About Gregory Todd Warner

Gregory Warner is an Investment Advisor Representative at Adero Partners, LLC, a firm based in Walnut Creek, California. Gregory is also registered with the state of California as an Investment Advisor Representative. Gregory has been in the financial services industry since 2004. Gregory has a Series 7, Series 63, and Series 65 license. Gregory is a Certified Financial Planner. Gregory is a specialist in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Gregory's previous employment includes Raymond James Financial Services, Inc., and Hines & Warner Wealth Management, LLC.

Firm Information

Gregory Warner is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance solutions, cash management solutions

Insurance solutions, cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions

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Gregory Warner’s Registration & Firm History

MT

07/02/2019 - Present

Adero Partners, LLC (Whitefish MT)

OR

04/02/2004 - 12/04/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 10/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Todd Warner.
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