Knode Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,594,943
Total clients
17
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$1,211,467
About
Knode Wealth Management provides discretionary investment management and both project‑based and ongoing financial planning to individuals, high‑net‑worth clients, businesses, retirement plans, and charitable or institutional entities. Its planning services cover retirement, estate, tax, business, cash‑flow and risk‑management topics and include coordination with attorneys, accountants, insurance agents, and third‑party investment managers.
The firm constructs portfolios using fundamental analysis, mutual fund/ETF evaluation, and a generally long‑term orientation while permitting short‑term trades when warranted, and it may engage Outside Managers to implement specialized strategies. Knode also offers tailored values‑based options — including a Biblically Responsible Investing approach — and accommodates reasonable client‑imposed investment restrictions.
Compared with many peers, the principal maintains disclosed outside activities as a licensed insurance agent and as a tax preparer (each reported to occupy less than five percent of his time), which may result in separate compensation apart from advisory fees. The firm is newly registered in 2025, manages roughly $20.6 million for a limited number of client relationships, and discloses additional community and family affiliations (church finance roles and a family oil and gas entity) in its ADV.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Cash flow / budgeting
Business exit / sale strategy
Charitable giving & philanthropy
Demographic focus
Religious/faith focused
Fee options
1.00% annually
Fee-only: Ongoing Financial Planning: up to $5,000 annually, billed 50% after 30 days and every six months thereafter, fees are negotiable
Main office location
Knode Wealth Management LLC
3920 Alma Dr., Ste 304
Plano TX 75023, United States
Number of offices
1
Most active in
Knode Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")