Knight Investment Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Knight Investment Planning, LLC provides fee-only financial planning and investment consultation services to individuals, trusts, estates and businesses, and periodically offers educational workshops on personal finance topics. The firm engages clients under written agreements for project-based or ongoing consultation and does not report client assets under management in its ADV filing.
The firm’s advice is grounded in fundamental analysis and an emphasis on strategic asset allocation, favoring low-cost, passive investment vehicles such as no-load mutual funds and ETFs with periodic rebalancing; it will also consider other instruments, including private placements and direct real estate, when appropriate. Instead of charging a percentage-of-assets fee, the firm bills for planning and consultation on an hourly basis and operates as a fee-only adviser that does not accept commissions, 12b-1 trailer fees, or performance-based compensation.
Notable operational features include a single managing-member structure led by a CFP®-credentialed principal with extensive industry experience and service on professional boards, offering occasional pro bono workshops and referrals to other professionals. The firm does not custody client assets, does not provide discretionary trading or proxy voting on clients’ behalf, and discloses policies designed to avoid common conflicts such as accepting soft-dollar benefits.
Client services
Expertise
Fee options
$180 to $360 per hour, billed in six-minute increments
Fee-only: Hourly fee ranging from $180 to $360 per hour, billed in six-minute increments
Main office
422 Laurel Ave
Libertyville IL 60048
Advisors at this office
1
Most active in
Illinois
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:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
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