Unbiased, caring advice without hidden agendas
Knightsgate Financial Advisors is an independent, privately-owned wealth management firm dedicated to helping our clients meet their financial goals. We are a fiduciary who does not have the conflicts of interest often present in larger firms, and we are 100% fee-only with no commissions or other compensation generated from the advice we give or the investment choices we make.
Our firm provides comprehensive financial planning, investment management, tax preparation, and business planning services by an experienced practitioner who is a Certified Financial Planner™ professional and an Enrolled Agent who is admitted to practice before the Internal Revenue Service. We are located in Moorpark, and while we focus on serving the Conejo Valley, we welcome clients located throughout all of Ventura County, western Los Angeles County, and Santa Barbara County.
We never have custody of client accounts. We work with Scottrade Advisor Services who acts as custodian for our clients' accounts. Your assets will be safely held in individual accounts in your name. You receive confirmation from the custodian of all transactions, have online access to your account, and receive paper or electronic statements.
More detailed information is available throughout this site. If you have questions or would like to schedule your free initial consultation, please contact us at 805-532-0109 or firstname.lastname@example.org.