Invested Better
Unclaimed

Unclaimed

Unclaimed

Minou Kristina Rhoades

Adero Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Minou? Claim Your Profile

About Minou Kristina Rhoades

Minou Kristina Rhoades is a Registered Investment Advisor (IA) with Adero Partners, LLC based in Walnut Creek, CA and Frisco, TX. Minou Kristina Rhoades is a licensed Investment Advisor Representative in both California and Texas. Minou Kristina Rhoades has been in the industry since January 2010 and has passed the Series 65 exam. Minou Kristina Rhoades has worked for Vista Wealth Management, LLC and Burr Pilger Mayer, Inc. prior to joining Adero Partners, LLC. Adero Partners, LLC offers financial planning, portfolio management and insurance and cash management solutions.

Firm Information

Minou Rhoades 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Revenue sharing with our affiliate, focus risk solutions

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Minou Rhoades’s Registration & Firm History

TX

02/22/2021 - Present

Adero Partners, LLC (Frisco TX)

Not sure if Minou Kristina Rhoades is right for you?

Licenses & Designations

IA

Issued 04/14/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Minou Kristina Rhoades.
Not sure if Minou Kristina Rhoades is right for you?