A complete list of active advisors currently associated with The Knowles Company, LLC

Warmer can help you find a great advisor at The Knowles Company, LLC or one who fits your needs even better.

The Knowles Company, LLC provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, small businesses and retirement plans. Services described in the brochure include cash‑flow and tax planning, retirement and education planning, investment supervisory services, and coordination with outside professionals; an initial exploratory meeting is offered at no charge. The firm documents client goals in a financial plan and an Investment Policy Statement and generally requires client direction for trade execution, with discretionary authority accepted only when explicitly agreed. Investments are typically allocated across diversified asset classes using no‑load or low‑load mutual funds and exchange‑traded funds, as well as individual equities and fixed‑income instruments when appropriate. Noteworthy for its peer group, the firm reports managing roughly $48.7 million across 23 client relationships while generally operating without a required account minimum and managing the majority of accounts on a non‑discretionary basis. The adviser is fee‑only (no commissions), provides quarterly reviews and consolidated statements, and disclosed a 2025 transition of custody to Charles Schwab.

To learn more about the advisors currently working at The Knowles Company, 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.