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Tavin Logan Blair

Adero Partners, LLC

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About Tavin Logan Blair

Tavin Logan Blair is a registered Investment Advisor Representative. Tavin has a Series 65 license and is registered with Adero Partners, LLC. Tavin has been in the industry since 2021, and has held previous positions at Gregory Funding, NorthWest Financial Group, LLC, and PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. Tavin has a bachelor's degree from George Fox University. Tavin specializes in retirement planning, insurance, and college savings.

Firm Information

Tavin Blair 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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Tavin Blair’s Registration & Firm History

WA

09/27/2024 - Present

Adero Partners, LLC (Kennewick WA)

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Licenses & Designations

IA

Issued 03/25/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tavin Logan Blair.
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