Black Knight Wealth Management, LLC

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Total assets under management

$239,952,261

Total clients

387

28% high-net worth

Total advisors

of 15 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$620,032

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fees up to $10,000 for financial planning, negotiable

Percentage

$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% Over $10,000,000+: Negotiable

Commissions

Supervised persons with insurance licenses accept commissions for insurance product sales; also some representatives are registered representatives earning commissions.

Project-based

Up to $350 per hour, negotiable

Disclosures

Business activities & affiliations

Is active or affiliated with:

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.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Main office location

Black Knight Wealth Management, LLC

Frisco TX, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 972-786-6527

Advisors at this firm

Malissa M

Series 65

Hot Springs, AR

Black Knight Wealth Management, LLC

Tanner D

Series 63, Series 65

St. Charles, MO

Black Knight Wealth Management, LLC

Matthew B

Series 65

St. Charles, MO

Black Knight Wealth Management, LLC

Richard K

Series 65

Overland Park, KS

Black Knight Wealth Management, LLC

Christopher C

Series 65

Frisco, TX

Black Knight Wealth Management, LLC

Jonathan M

Series 66

Frisco, TX

Black Knight Wealth Management, LLC

Carl K

Series 65

State College, PA

Black Knight Wealth Management, LLC

Dennis B

Series 63, Series 65

Pearcy, AR

Black Knight Wealth Management, LLC

Katrina R

Series 66

Frisco, TX

Black Knight Wealth Management, LLC

Brentt S

Series 63, Series 65, Series 66

Dallas, TX

Black Knight Wealth Management, LLC

Lance P

CFP®

Frisco, TX

Black Knight Wealth Management, LLC

Michael C

Series 63, Series 65

Frisco, TX

Black Knight Wealth Management, LLC

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