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The Knowles Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,717,435
Total clients
23
74% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$2,118,149
About
The Knowles Company, LLC provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, small businesses and retirement plans. Services described in the brochure include cash‑flow and tax planning, retirement and education planning, investment supervisory services, and coordination with outside professionals; an initial exploratory meeting is offered at no charge.
The firm documents client goals in a financial plan and an Investment Policy Statement and generally requires client direction for trade execution, with discretionary authority accepted only when explicitly agreed. Investments are typically allocated across diversified asset classes using no‑load or low‑load mutual funds and exchange‑traded funds, as well as individual equities and fixed‑income instruments when appropriate.
Noteworthy for its peer group, the firm reports managing roughly $48.7 million across 23 client relationships while generally operating without a required account minimum and managing the majority of accounts on a non‑discretionary basis. The adviser is fee‑only (no commissions), provides quarterly reviews and consolidated statements, and disclosed a 2025 transition of custody to Charles Schwab.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for financial planning due upon delivery; amount varies based on complexity
Minimum fee: Fixed quarterly fee or fixed fee for financial planning, amount varies based on complexity and tailored to client needs; minimum fee may be waived or reduced at firm's discretion Fee-only: Fee-only financial planning and investment management; no commissions or commissions-based compensation accepted
Most active in
The Knowles Company, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Virginia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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