A complete list of active advisors currently associated with High Knoll Wealth Advisors, LLC
Warmer can help you find a great advisor at High Knoll Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at High Knoll Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Nashville, TN
| 0
| |
Lexington, KY
| 7
| |
Lexington, KY
| 0
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")