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CFP

Robert Knox

Venn Wealth & Benefit Services, LLC
36 Years of Experience
DuBois, PA
1 DisclosureSells Insurance
View SEC Summary
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Robert Knox is a CFP-designated registered investment advisor at Venn Wealth & Benefit Services, LLC, based in DuBois, PA, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 130 clients with $32M in assets under management.

Venn Wealth & Benefit Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
130 clients
Average Client Portfolio
$249K average
Assets Under Management
$32.3M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.5M1.00%
$1.5M - $3.5M0.85%
$3.5M+0.70%

Fees are negotiable and vary based on objective and subjective factors. Non-discretionary advised accounts range from 0.02% to 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

DuBois, PA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is the owner/operator of Venn Financial Solutions (previously Knox Financial) since 1980, offering insurance and financial planning services. This activity takes about half of Robert's time.

Employment History
Current Registrations
Venn Wealth & Benefit Services, LLC
August 2008 - Present · 18 yrs 2 mos
Previous Registrations
Horter Investment Management, LLC
January 2008 - August 2008 · 7 mos
Investors Capital Advisory
November 2004 - December 2005 · 1 yr 1 mo
Eastern Point Advisors INC.
June 2003 - December 2004 · 1 yr 6 mos
Investors Capital CORP.Broker
June 2003 - December 2005 · 2 yrs 6 mos
Atlas Brokerage Company, L.P.Broker
April 2002 - May 2003 · 1 yr 1 mo
Hackett Associates, INC.Broker
June 1998 - April 2002 · 3 yrs 10 mos
Liberty Securities CorporationBroker
December 1997 - July 1998 · 7 mos
Liberty Securities CorporationBroker
September 1993 - January 1997 · 3 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
March 1993 - September 1993 · 6 mos
Lincoln Financial Advisors CorporationBroker
March 1993 - September 1993 · 6 mos
Franklin Financial Services CorporationBroker
August 1991 - February 1993 · 1 yr 6 mos
Equico Securities, INC.Broker
December 1989 - March 1991 · 1 yr 3 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1989 - March 1991 · 1 yr 3 mos
Advantage Capital CorporationBroker
February 1989 - December 1989 · 10 mos
American Express Financial Advisors INC.Broker
June 1988 - November 1988 · 5 mos
Ids Life Insurance CompanyBroker
June 1988 - November 1988 · 5 mos
Anchor National Financial Services, INC.Broker
May 1986 - June 1988 · 2 yrs 1 mo
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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