A complete list of active advisors currently associated with Knox Wealth Partners Advisory

Warmer can help you find a great advisor at Knox Wealth Partners Advisory or one who fits your needs even better.

Knox Wealth Partners Advisory is a team-based SEC-registered investment adviser managing roughly $273 million for about 525 clients, primarily high‑net‑worth individuals and business owners. The firm provides discretionary and non‑discretionary portfolio management, separate financial planning and consulting engagements, and access to third‑party portfolio managers through LPL‑sponsored programs. The firm operates on an open‑architecture basis, offering direct security selection alongside model and manager‑based solutions and using a mix of fundamental, technical, cyclical and charting analyses with regular account reviews and rebalancing. Financial planning and implementation are offered as separate services, and representatives are dually registered with LPL as both investment adviser representatives and broker/dealer registered representatives (with some also appointed as insurance agents). Knox Wealth Partners is notable among comparable team firms for sponsoring a wrap fee program and for permitting the use of derivatives and the use of borrowing/margin in separately managed accounts—practices the firm discloses as less common and carrying specific risks. The brochure also highlights a menu of specialist strategies (including option‑driven and structured products), LPL program access, and disclosed conflicts around rollovers and transaction charges with stated mitigation steps such as program‑level billing arrangements and fiduciary procedures.

To learn more about the advisors currently working at Knox Wealth Partners Advisory, 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.