Advisor at Flagstone Financial Advisors, Inc.
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
Flagstone Financial Advisors, Inc.
Location
Basalt, CO
Credentials
CFP®, Series 65
Industry experience
7 years
Martin Knous is a CFP® with seven years of industry experience, currently serving at Flagstone Financial Advisors, Inc. since 2018. Prior to joining Flagstone, he worked at Anton Collins Mitchell LLP for three years. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and emphasizes customized, client-driven portfolios using no-load mutual funds, ETFs, and equities, with a focus on long-term investing complemented by periodic account reviews and tax-informed planning.
Based on Flagstone Financial Advisors, Inc.
Based on Flagstone Financial Advisors, Inc.
Fixed fees for financial planning services on occasion, disclosed prior to engagement
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Financial planning services charged hourly at $240/hour, negotiable
Account minimum: $500,000 Minimum fee: Minimum fee of $1,250 per quarter Fee-only: Financial planning services charged hourly at $240/hour, negotiable; fixed fees also charged on occasion
Basalt, CO
Colorado · Texas
Flagstone Financial Advisors, Inc.
2018 - Present (8 years)
Flagstone Financial Advisors, Inc.
2018 - Present (8 years)
Anton Collins Mitchell LLP
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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