Advisor at Flagstone Financial Advisors, Inc.
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Firm
Flagstone Financial Advisors, Inc.
Location
Scottsdale, AZ
Credentials
PFS™
Industry experience
26 years
Steven Knous is a PFS™ credentialed financial advisor at Flagstone Financial Advisors, Inc. in Scottsdale, AZ, with 26 years of industry experience. He has been with Flagstone since 1999. 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 offers customized portfolios using no-load mutual funds, ETFs, and equities, with a client-driven investment approach that includes regular account monitoring and formal reviews.
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
Scottsdale, AZ
Arizona · Colorado · Texas
Flagstone Financial Advisors, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
CFP®, Series 63, Series 65, Series 66
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