The Von Dohlen Knuffke Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and consulting to high‑net‑worth and individual clients, trusts, estates, non‑profit organizations, corporations and small businesses. Services described in the brochure include written Financial Road Map® plans, fixed‑fee project work (such as investment policy statements and portfolio reviews), and the recommendation and sale of insurance products for which its principals may earn commissions.
The firm’s advisory process centers on a documented Financial Road Map® and Investment Policy Statements, and it employs morally responsible investing, tactical asset allocation and cyclical analysis as part of portfolio construction and monitoring. Rather than managing assets directly, the firm states that it works with subadvisors and third‑party money managers to implement and actively manage client portfolios and conducts annual and ad hoc reviews of client plans and allocations.
Distinctive features noted in the brochure include the use of performance‑based fee arrangements for qualifying clients—described as negotiated fees that can include a performance charge (including a stated example of 25% of monthly growth subject to high‑water mark considerations)—and the firm’s affiliated insurance activities, where its principals are licensed agents and disclose commission conflicts. The firm also discloses relationships with third‑party managers and referral arrangements, reflecting a business model that relies on outside advisers and subadvisors more than many peers in its category.
Client services
Fee options
Financial planning fees range from $10,000 to $100,000; consulting services fees range from $5,000 to $100,000; all fees negotiable.
2.00% annually
Commissions received from insurance product sales; no separate advisory fee reduction.
Performance fee of 25% of monthly growth charged to qualified clients; fees subject to individual negotiation.
Annual retainer fee for clients with insufficient assets for managed accounts.
Account minimum: $100,000.00 (negotiable)
Main office
San Antonio TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael K
Series 63, Series 65
San Antonio, TX
The Von Dohlen Knuffke Financial Group, LLC
Michael Knuffke is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with the firm since 2015 and serves as a board member of the Allied Women Center, a non-profit organization in San Antonio. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm’s advisory process uses documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party managers to implement client portfolios.
Patrick V
Series 63, Series 65
San Antonio, TX
The Von Dohlen Knuffke Financial Group, LLC
Patrick Vondohlen is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to his current role, he was associated with Next Financial Group Inc. Outside of advisory work, he is involved in mortgage financing activities and consults on practice management and estate planning through related business ventures. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, nonprofits, corporations, and small businesses. The firm’s approach utilizes documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party money managers to manage client portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)