Kenneth C. Gott
MERITAS WEALTH MANAGEMENT | Principal & Chief Compliance Officer
Healdsburg, CA 95448
Some features on this profile are disabled
CRD#: 4364789
Professional summary
Kenneth Charles Gott, CFP®, who also goes by Kacy Gott, is a registered financial advisor currently at MERITAS WEALTH MANAGEMENT, LLC located in Healdsburg, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kenneth has worked at 4 firms .
Biography
Kacy Gott has been a financial advisor since 1995. He has a passion for comprehensive financial planning services and strives to create a unique and inspiring decision-making environment for each client. Kacy is a Certified Financial Planner (CFP®); Kacy’s undergraduate degree is in Finance from San Diego State University.
Kacy is active in the profession and as an educator, having served on the national Board of Directors of the Financial Planning Association (FPA) and the Board of Trustees of the Foundation for Financial Planning (served as Chair). He also served on and chaired the Council on Education of the CFP Board. Kacy has taught financial planning at UC Berkeley Extension and Golden Gate University and has mentored new professionals in the FPA Residency program. He is a national recipient of the Heart of Financial Planning award.
Kacy lives in the Sonoma Valley and can often be found exploring wine country in the Russian River, or Dry Creek Valley, or Italy, or… Kacy is passionate about wine and has built an extensive wine collection, which he loves to share with family and friends. He admits that his cooking skills are not on par with the wine selection, but fortunately, his wife and many of his friends are excellent cooks.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Kacy Gott
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Financial Planning Association; not investment-related; 7535 E. Hampden Ave., Suite #600, Denver, CO 80231; Resource for CFP� professionals with goal to elevate financial planning profession; Mentor, Residency Program; since 2007; Developing and delivering financial planning case studies to CFPs and CFP candidates during weeklong residency program. Time spent on this is activity is limited, periodic, and short-term (one week).
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Charles Gott's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
October 28, 2015 - Present
MERITAS WEALTH MANAGEMENT, LLC
Office #1: 245 Foss Creek Circle, Healdsburg, CA 95448RIA
CRD#: 148565
Healdsburg, CA
Past
August 6, 2008 - March 17, 2015
ASPIRIANT, LLC
RIA
CRD#: 146720
SAN FRANCISCO, CA
Past
February 15, 2008 - May 20, 2008
KFQ INVESTMENT ADVISORS LLC
RIA
CRD#: 123854
SAN FRANCISCO, CA
Past
May 1, 2006 - May 10, 2008
KOCHIS FITZ
RIA
CRD#: 109977
SAN FRANCISCO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/28/2015)
IAR
Texas(3/19/2019)
Exams
Current Firm
MW
MERITAS WEALTH MANAGEMENT, LLC
CLARKE FINANCIAL | MERITAS WEALTH MANAGEMENT, LLC | CLARKE, GREGG, ERIC | CLARKE, GREGG
CRD#: 148565 / SEC#: 801-69687
RIA
Registered Investment Advisory firm - (10/29/2008 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3950 Civic Center Drive Suite 210, San Rafael, CA 94903
Mailing Address
Phone number
(415) 300-4560
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 933 |
| AUM (Assets Under Management) | $ 533,826,660 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 11/23/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MERITAS WEALTH MANAGEMENT, LLC
Principal & Chief Compliance OfficerCRD#: 148565Healdsburg, CA 95448TRUST BUT VERIFY
Monitor Kenneth Gott
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
