A complete list of active advisors currently associated with Styled Wealth

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

Styled Wealth serves individual and high-net-worth clients with ongoing comprehensive financial planning, project-based planning, and investment management, and also offers educational seminars and speaking engagements for groups. The firm operates on a fee-only basis and does not accept sales-based compensation for investment products. The firm’s investment approach emphasizes long-term, passive buy-and-hold strategies grounded in Modern Portfolio Theory, using diversified allocations of stocks, bonds, mutual funds, and exchange-traded funds. When retained for ongoing comprehensive planning, investment management is provided on a discretionary basis and tailored to each client’s objectives, risk tolerance, and tax considerations. Notably, Styled Wealth does not charge percentage-of-assets-under-management advisory fees, instead relying on flat, project, or hourly fee arrangements and including investment management as part of ongoing planning engagements. The firm is a small, single-advisor practice managing under $8 million for a few dozen clients and regularly conducts virtual and in-person educational events, sometimes on a pro-bono basis, which is uncommon among similar independent advisers.

To learn more about the advisors currently working at Styled Wealth, 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
Autumn Knutson	Jenks, OK	7

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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