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Randall Knapp

Advisor at Financial & Tax Architects, LLC

Updated today

Location

Ten Mile, TN

Credentials

Series 65

Industry experience

11 years

About

Randall Knapp is a financial advisor with Financial & Tax Architects, LLC and holds a Series 65 designation. He has 11 years of industry experience and has worked at firms including Integrity Financial Advisors, LLC and West Financial Advisors. Outside of his advisory roles, he is involved with Knapp's LLC, a business he has maintained since 2015. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm utilizes proprietary “Private Wealth Strategies” with monthly reviews and rebalancing, and also offers retirement-plan consulting, educational seminars, and sub-advisory services to other registered investment advisers.

Client services

Based on Financial & Tax Architects, LLC

Financial planning Portfolio management Educational seminars or workshops Sub-advisory services

Expertise

Based on Financial & Tax Architects, LLC

Retirement income strategy Social Security optimization Annuities Income planning General tax planning

Occupation focus

Based on Financial & Tax Architects, LLC

Retired

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Fee options

Fixed

$1,995 one-time fee for Wealth.com services

Percentage

$0 - $2,000,000: 1.95% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%

Location

Ten Mile, TN

Most active in

Tennessee

Work history

Financial & Tax Architects, LLC

2024 - Present (2 years)

West Financial Advisors

2024 - Present (2 years)

Integrity Financial Advisors, LLC

2018 - 2024 (6 years)

Integrity Financial Group, LLC

2018 - 2024 (6 years)

EPI Protection, LLC

2017 - 2018 (1 year)

EPI Group, LLC

2017 - 2018 (1 year)

EPI Advisors, LLC

2017 - 2018 (1 year)

Knapp's LLC

2015 - Present (11 years)

Mattson Financial Services, LLC

2014 - 2016 (2 years)

Lakeview Financial Group, LLC

2013 - 2016 (3 years)

D.C. Martin & Son Scale

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Maureen A

CFP®

Decatur, TN

Antolino Wealth Advisors

Maureen Armstrong is a Certified Financial Planner® with 28 years of industry experience. She is currently with AA Financial Advisors, LLC and has previously worked at Kestra Investment Services since 2013. Armstrong is involved in introducing clients to Finances Simplified, LLC, a tax and accounting service, to assist with bookkeeping needs. She also serves as a board member of Cornerstone Controls Inc. AA Financial Advisors serves individuals, families, and institutional clients, providing comprehensive financial planning and portfolio management through its proprietary UltraVision System®. The firm combines fundamental and technical research with committee vetting and offers both tailored portfolio management and an automated investment program.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management Retired Founder/Business Owner Executive Established Professionals Baby Boomers (Born 1946-1964)
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Hilary B

Series 63, Series 66

Ten Mile, TN

DayMark Wealth Partners, LLC

Hilary Bryson is a financial advisor at DayMark Wealth Partners, LLC with 23 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo in various advisory roles. Bryson holds the Series 63 and Series 66 designations. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and has capabilities in insurance distribution and private fund management.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Wesley N

Series 66

Sweetwater, TN

Edward Jones

Wesley Nunley is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work experience includes roles in advertising, recruiting, insurance, and logistics at companies such as Comcast Advertising, Nxt Level Recruiting, Farmers Insurance, Nunley Insurance, and FedEx Express. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Deric R

Series 66

Kingston, TN

Edward Jones

Deric Runge is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a Major and Squadron Executive in the United States Army National Guard, where he coordinates training and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through its nationwide network of over 23,700 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Derek D

CFP®, Series 63

Sweetwater, TN

Cetera

Derek Dieterich is a CFP® with 24 years of industry experience, currently serving at Cetera since 2018. His prior roles include positions at Aspire Private Wealth Counsel and Lincoln Financial Securities Corporation. Outside of his advisory work, he is involved in sports officiating as a referee. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large independent advisor network. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining discretionary and non-discretionary strategies with access to third-party managers and proprietary model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Taylor F

Series 66

Sweetwater, TN

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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