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
| 26
| |
San Antonio, TX
| 23
|
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”)