Firm
Knightsbridge Wealth Management
Newport Beach, California
Fee-only
Knightsbridge Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 10 advisors are listed here; 5 of 10 hold the CFA.
- Its Form ADV reports 19 employees and 517 individual clients, 333 of them high net worth.
- Its average account is about $804,000 (assets it manages divided by its 1,391 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | knightsb.com |
| Phone | (949) 644-4444 |
Knightsbridge Wealth Management fees
Knightsbridge Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 184 |
| High-net-worth clients | 333 |
| Accounts managed | 1,391 |
| Employees | 19 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-55731) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 110347 |