A complete list of active advisors currently associated with The Von Dohlen Knuffke Financial Group, LLC
Warmer can help you find a great advisor at The Von Dohlen Knuffke Financial Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Von Dohlen Knuffke Financial Group, 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 |
|---|---|---|
San Antonio, TX
| 25
| |
San Antonio, TX
| 22
|
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