Advisor at Knecht Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Knecht Capital Management, LLC
Location
Napa, CA
Credentials
CFP®, Series 66
Industry experience
25 years
Earl Knecht is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Knecht Capital Management, LLC. He has worked at LPL Financial, Napa Valley Wealth Management, and Cetera Advisor Networks. In addition to his advisory work, Knecht teaches in the business department at Pacific Union College. Knecht Capital Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and corporate plan sponsors. The firm employs a range of investment strategies across various securities and works with both individual and institutional clients.
Based on Knecht Capital Management, LLC
Based on Knecht Capital Management, LLC
Retirement Plan Consulting may be billed on a flat fee basis; minimum fee for financial plans generally $1,200
$0 - $1,000,000: 1.00% Over $1,000,001+: 0.50% $0 - $250,000: 1.45% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,500,000: 0.65% Over $2,500,001+: 0.45%
Certain representatives are registered representatives of LPL and may earn commissions for securities sales outside advisory accounts
Hourly fees for financial planning and consulting services up to $300 per hour
Account minimum: $50,000 Minimum fee: Written financial plans generally assessed a minimum fee of $1,200 Fee-only: Hourly fees for financial planning and consulting services not to exceed $300 per hour; Retirement Plan Consulting billed hourly, flat fee, or percentage up to 1.00% of plan assets
Napa, CA
California · Texas
Knecht Capital Management, LLC
2022 - Present (4 years)
LPL Financial, llc
2016 - Present (10 years)
Napa Valley Wealth Management
2016 - 2022 (6 years)
Cetera Advisor Networks Llc
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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