The Von Dohlen Knuffke Financial Group, LLC

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Client assets under management

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

The firm provides comprehensive financial planning and consulting to high‑net‑worth and individual clients, trusts, estates, non‑profit organizations, corporations and small businesses. Services described in the brochure include written Financial Road Map® plans, fixed‑fee project work (such as investment policy statements and portfolio reviews), and the recommendation and sale of insurance products for which its principals may earn commissions.

The firm’s advisory process centers on a documented Financial Road Map® and Investment Policy Statements, and it employs morally responsible investing, tactical asset allocation and cyclical analysis as part of portfolio construction and monitoring. Rather than managing assets directly, the firm states that it works with subadvisors and third‑party money managers to implement and actively manage client portfolios and conducts annual and ad hoc reviews of client plans and allocations.

Distinctive features noted in the brochure include the use of performance‑based fee arrangements for qualifying clients—described as negotiated fees that can include a performance charge (including a stated example of 25% of monthly growth subject to high‑water mark considerations)—and the firm’s affiliated insurance activities, where its principals are licensed agents and disclose commission conflicts. The firm also discloses relationships with third‑party managers and referral arrangements, reflecting a business model that relies on outside advisers and subadvisors more than many peers in its category.

Client services

Financial planning Selection of other advisers

Fee options

Fixed

Financial planning fees range from $10,000 to $100,000; consulting services fees range from $5,000 to $100,000; all fees negotiable.

Percentage

2.00% annually

Commissions

Commissions received from insurance product sales; no separate advisory fee reduction.

Performance-based

Performance fee of 25% of monthly growth charged to qualified clients; fees subject to individual negotiation.

Subscriptions

Annual retainer fee for clients with insufficient assets for managed accounts.

Other

Account minimum: $100,000.00 (negotiable)

Most active in

Texas

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure

Quick links

Website 210-344-3221

Advisors at this firm

Michael K

Series 63, Series 65

San Antonio, TX

The Von Dohlen Knuffke Financial Group, LLC

Michael Knuffke is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with the firm since 2015 and serves as a board member for the Allied Women Center, a nonprofit organization in San Antonio. The Von Dohlen Knuffke Financial Group provides financial planning and advisory services to high-net-worth individuals, trusts, estates, nonprofits, corporations, and small businesses. The firm emphasizes comprehensive financial planning using its Financial Road Map® and Investment Policy Statements, often implementing strategies through third-party money managers and subadvisors.

Patrick V

Series 63, Series 65

San Antonio, TX

The Von Dohlen Knuffke Financial Group, LLC

Patrick Vondohlen is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Next Financial Group Inc and Von Dahlen Consulting GP, LLC. Outside of advisory work, he is involved in mortgage financing and consulting through The Practice Solutions Group and holds ownership interests in related business ventures, as well as participation in the San Antonio Family Association. The Von Dohlen Knuffke Financial Group provides financial planning and advisory services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm emphasizes comprehensive financial planning using its Financial Road Map® and Investment Policy Statements, often implementing strategies through third-party money managers and subadvisors with a planning-centric approach that can include morally-responsible investing and tactical asset allocation.

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