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Grant Knox

About Knox Financial

Who we are:

Knox Financial is an integrated financial services company founded in 1999 in La Mesa, California by Grant Knox. An investment advisor representative through SagePoint Financial, our firm provides Investment, Insurance, and Real Estate strategies for our clients throughout the U.S.

Grant Knox has been a Financial Advisor since 1994 and  holds the following registrations and licenses:  General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending.

Our Services:

Financial Planning
Life Insurance
Investment Management
Company Retirement Plans
Mortgage Lending
Residential Real Estate 

 

What type of Clients we work with:

Our clients have many different backgrounds but there are a number of common traits among them. They have the ability to become or already are financially independent. They prefer to free up their time and use our experience, expertise and tools to delegate some of the responsibility of managing their wealth. Though we do not follow strict guidelines for client qualification, those who receive the most value typically meet some or all of the following:

Income in excess of $100,000/year

Investable assets of $100,000 or greater

A net worth of $250,000 or greater


 

How we are paid:

We are a fee-based firm, meaning most of our revenue comes from the fees paid for financial planning and/or investment management services. On occasion, when we feel it is in the best interest of our client, we may use a commissionable product. All fees are clearly disclosed

 

 

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 Securities and investment advisory services offered through SagePoint Financial, Inc. member FINRA/SIPC and a registered investment advisor. Knox Financial is not affiliated with SagePoint Financial Inc or registered as a broker dealer or investment advisor.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, HI, ID, IN, MI, MN, MT, NV, NY, NC, OR, SC, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.