ADERO PARTNERS, LLC

1646 N. California Blvd.
Suite 320
Walnut Creek, California 94596
Tel: 650-252-0550

About ADERO PARTNERS, LLC

ADERO PARTNERS, LLC, formally registered with the SEC as ADERO PARTNERS, LLC. The firm was established in 07/24/2018. They have over 24 offices throughout the country.

ADERO PARTNERS, LLC is a Walnut Creek, California based Financial Planning firm with nearly $4,035,668,036 assets under management, offering retirement planning & investment advisory services to 3511 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297808
SEC#	801-113671
Assets Managed by Firm	$4,035,668,036
No. of Clients	3511
No. of Advisors	51

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (INSURANCE SOLUTIONS, CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3511	$4,035,668,036
Individuals (other than high net worth individuals)	315	$216,128,884
High net worth individuals	585	$3,735,026,112
Pension and profit sharing plans	2	$6,691,027
Charitable organizations	3	$7,958,656
Corporations or other businesses	2	$69,863,357

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