Advisor at The Knowles Company, LLC
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Firm
The Knowles Company, LLC
Location
Oakton, VA
Credentials
CFP®, Series 65
Industry experience
22 years
Edwin Knowles is a CFP® professional with 22 years of industry experience and has been the sole advisor at The Knowles Company, LLC since 2002. He holds the Series 65 designation and operates from Oakton, VA. The Knowles Company, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, small businesses, and retirement plans. The firm provides comprehensive financial planning and investment management, emphasizing client-directed portfolios primarily composed of no-load or low-load mutual funds and ETFs, and adheres to a strict policy against commissions or product sales.
Based on The Knowles Company, LLC
Fixed fee for financial planning due upon delivery; amount varies based on complexity
Minimum fee: Fixed quarterly fee or fixed fee for financial planning, amount varies based on complexity and tailored to client needs; minimum fee may be waived or reduced at firm's discretion Fee-only: Fee-only financial planning and investment management; no commissions or commissions-based compensation accepted
Oakton, VA
Florida · Virginia
The Knowles Company, LLC
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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