A complete list of active advisors currently associated with Knight Investment Planning, LLC
Warmer can help you find a great advisor at Knight Investment Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Knight Investment Planning, 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 |
|---|---|---|
Libertyville, IL
| 22
|
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