Knight Family Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Knight Family Wealth provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and family office and wealth planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations and business entities. The firm offers family office and wealth planning through a digitized subscription platform designed to organize family documentation, governance, consolidated reporting and succession planning.
The firm tailors advice to clients’ objectives and risk tolerances and frequently implements strategies using sub‑advisers or third‑party money managers and model portfolios, retaining authority to hire and fire those sub‑advisers and to monitor their performance. Its listed investable vehicles include ETFs, mutual funds, equities, REITs, private placements and variable life insurance, and the brochure discloses potential allocations to funds or strategies (for example, leveraged/inverse ETFs or funds that borrow) and to third‑party managers whose strategies can involve borrowing or derivatives.
Noteworthy distinctions include the firm’s affiliation with pooled investment vehicles and holding companies — an affiliated entity is disclosed as manager of a pooled vehicle (Fresh Stack Partners) and the principals hold interests in other investment holding entities — and the firm’s advisors are licensed insurance agents who may earn commissions on insurance sales. The brochure also describes sizable family office onboarding and subscription pricing (initial setup/onboarding fees of $10,000–$125,000 and annual fees negotiated up to $250,000), arrangements and affiliated‑investment relationships that create conflicts of interest the firm discloses and manages.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services range between $5,000 and $25,000 annually; Fixed fees for Family Office and Wealth Planning services range between $10,000 and $250,000 annually; Initial onboarding fees for Family Office services range from $10,000 to $125,000
1.00% annually
Insurance commissions earned by licensed independent insurance agents affiliated with the firm, separate and in addition to advisory fees
$300 per hour for financial planning and advisory consulting services
Fee-only: Hourly fee $300; Fixed fees range between $5,000 and $25,000 annually for financial planning and consulting services; Fixed fees range between $10,000 and $250,000 annually for Family Office and Wealth Planning services; Initial onboarding fees for Family Office services range from $10,000 to $125,000
Main office
See officeNaples FL
Advisors at this office
2
Most active in
Florida
Also doing business as
Knight Family Wealth · Knight Family Wealth, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
Quick links
Advisors at this firm
Bradley S
Series 63, Series 65
Naples, FL
Knight Family Wealth
Bradley Stevens is a financial advisor at Knight Family Wealth with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting, LLC for four years. Stevens is also a licensed agent selling property and casualty insurance, as well as fixed life and health insurance. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a digitized subscription platform for family governance and wealth planning and frequently employs sub-advisers and third-party money managers across a variety of investment vehicles.
Henry B
Series 65
Naples, FL
Knight Family Wealth
Henry Basra is a financial advisor at Knight Family Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Pinewood Group LLC, Channel Investments LLC dba Tria Beauty, Sears Hometown Stores, and Transformco / Sears Holdings Corporation. Knight Family Wealth provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a digitized subscription platform for family office services and frequently employs sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.
Ashton R
Series 65
Dunedin, FL
Knight Family Wealth
Ashton Rel is a financial advisor at Knight Family Wealth with nine years of industry experience. He holds a Series 65 designation and previously worked for Thomas Financial Group for ten years before joining Knight Family Wealth in 2020. Outside of his advisory role, he is an independent insurance broker. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and business entities. The firm offers a digitized subscription platform for family office and wealth planning and frequently uses sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.
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