Advisor at Ascent Wealth Management
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Firm
Ascent Wealth Management
Location
Kalispell, MT 59901
Credentials
CFP®, Series 66
Industry experience
20 years
John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.
Based on Ascent Wealth Management
Fixed fee of $2,500 for broad-based financial planning
$0 - $999,999: 1.25% annually $1,000,000 - $2,999,999: 1.00% annually $3,000,000+: 0.75% annually
$225 per hour, billed in 10-minute increments
1220 Whitefish Stage
Kalispell, MT 59901
Montana
Ascent Wealth Management PLLC
2019 - Present (7 years)
Jordahl & Sliter Wealth Management Group, LLC
2008 - 2019 (11 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:
Accountant / CPA / tax prep
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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.
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.
CFP®, CFA®, Series 66
Kalispell, MT
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Series 63, Series 65
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