Black Knight Wealth Management, LLC
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About
Black Knight Wealth Management provides advisory services to individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and personal services that include coordination with clients’ attorneys, tax advisors, insurance advisors, and private bankers. The firm also recommends and facilitates investments in private funds managed by an affiliated adviser, Black Knight Alternative Investments (BKAI), and offers access to mutual funds, ETFs, REITs, private equity and annuities.
BKWM documents client objectives and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary basis using model Income and Growth portfolios or tailored strategies when appropriate. Its investment process employs fundamental, quantitative, technical and modern portfolio theory analyses and may include derivatives and options strategies alongside traditional equity and fixed‑income allocations, with accounts reviewed at least monthly.
Notable features that distinguish the firm from many peers include its role as a fund sponsor through BKAI and related revenue‑sharing arrangements among several DBAs that have separate ownership structures, which the firm discloses as a potential conflict when recommending affiliated funds. The brochure also discloses that some advisors provide legal or tax services separately and that one representative is dually registered with a broker‑dealer; the firm operates under multiple DBAs and across nine offices, a structure less common among comparable team firms.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees up to $10,000
$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% Over $10,000,000+: Negotiable
Supervised persons may accept commissions for sale of insurance and investment products; no commission charged to clients if paying management fees for same product.
Up to $350 per hour for financial planning services
Fee-only: Fixed fees up to $10,000 for financial plans, hourly fees up to $350/hour
Main office
See officeFrisco TX
Advisors at this office
6
Offices (8)
Frisco, TX
Frisco, TX
6 advisors
St. Charles, MO
105 N. Main St, St. Charles, MO 63301
2 advisors
Excelsior Springs, MO
Excelsior Springs, MO
1 advisor
Frisco, TX Cardiff Lane
10929 Cardiff Lane, Frisco, TX 75035
1 advisor
Hot Springs, AR
Hot Springs, AR
1 advisor
Hot Springs, AR Ouachita Ave
340 Ouachita Ave Ste. 2 E, Hot Springs, AR 71913
1 advisor
Overland Park, KS
Overland Park, KS
1 advisor
State College, PA
State College, PA
1 advisor
Most active in
Arkansas · California · Florida · Illinois · Kansas · Louisiana · Massachusetts · Michigan · Missouri · Montana · Nebraska · New Mexico · Pennsylvania · Tennessee · Texas
Also doing business as
Black Knight Alternatives · Black Knight Wealth Management, LLC · Bow Tie Wealth Management · Canadian River Wealth Managment And Consulting, LLC · Integrated Advisors · Oic Capital · Opulence Planning Group · Phoenix Rising Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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