High Knoll Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations and plan sponsors. The firm offers discretionary portfolio management and standalone financial planning and may allocate client assets among mutual funds, ETFs, stocks, bonds, REITs, MLPs, structured notes and cryptocurrency.
The firm builds long-term portfolios using asset-allocation principles informed by modern portfolio theory and third-party capital market assumptions, and selects securities using commercially available analytics, manager conversations and market research. High Knoll manages assets in-house and integrates held-away accounts (for example, employer-sponsored retirement plans) through the ByAllAccounts data-aggregation platform, providing discretionary oversight and implementation guidance while clients retain trade execution control.
Noteworthy for a small adviser, High Knoll serves as an ERISA fiduciary for retirement plan consulting, conducts quarterly account reviews, and does not accept proxy-voting authority (custodians send proxy materials directly to clients). The firm also documents procedures for assisting clients with held-away account transactions and explicitly includes review and recommendation of less-common investments for its size, such as private real estate, structured notes, MLPs and cryptocurrency.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally between $1,000 and $4,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$100 to $300 per hour for financial planning and consulting services
Fee-only: Financial planning fixed fees generally between $1,000 and $4,000; hourly fees between $100 and $300 per hour
Main office
See office115 W Short Street
Lexington KY 40507
Advisors at this office
2
Offices (2)
Most active in
Kentucky · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan P
Series 65
Nashville, TN
High Knoll Wealth Advisors, LLC
Ryan Patterson is a financial advisor at High Knoll Wealth Advisors, LLC in Nashville, TN, with one year of industry experience. He holds a Series 65 designation and has been with High Knoll Wealth Advisors since 2025. Outside of his advisory role, Mr. Patterson owns and operates Aquis Facilities Management, a kitchen compliance and exhaust contracting business based in Memphis, TN. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and plan sponsors. The firm uses asset-allocation principles informed by modern portfolio theory and third-party capital market assumptions to build long-term portfolios, and it offers discretionary portfolio management alongside standalone financial planning.
Brian W
Series 65
Lexington, KY
High Knoll Wealth Advisors, LLC
Brian Wood is a financial advisor at High Knoll Wealth Advisors, LLC in Lexington, KY. He holds a Series 65 designation and has recently entered the industry, with prior work experience at Delaware North. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, businesses, foundations, and charitable organizations. The firm follows a fiduciary, long-term investment approach based on modern portfolio theory and asset allocation, and offers specialized services such as ERISA fiduciary retirement plan consulting and guidance on less-liquid or tax-complex investments.
Jonathan P
Series 63, Series 65
Lexington, KY
High Knoll Wealth Advisors, LLC
Jonathan Pliszka is a financial advisor at High Knoll Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morningstar Inc. before joining High Knoll. In addition to his advisory role, he serves as a lecturer and faculty advisor at the University of Kentucky, teaching finance courses and supporting student investment activities. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, endowments, and charitable organizations. The firm employs a fiduciary, long-term approach based on modern portfolio theory and asset allocation, and offers specialized retirement plan consulting and the ability to review private real estate and other complex investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)