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Heidi Knight

LPL Financial LLC
31 Years of Experience
Benbrook, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Heidi Knight is a CFP-designated registered investment advisor at LPL Financial LLC, based in Benbrook, TX, with 31 years of industry experience. Heidi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Benbrook, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Heidi assists her mother in managing property holdings and personal investments, providing accounting and bookkeeping services, dedicating a few hours per week. Heidi also owns Knight Financial Services, helping clients with insurance needs, and is a yoga teacher, spending about 10-20% of her time on each activity.

Employment History
Current Registrations
LPL Financial LLC
January 2026 - Present · 9 mos
LPL Financial LLC
January 2026 - Present · 9 mos
LPL Financial LLCBroker
January 2026 - Present · 9 mos
Previous Registrations
Osaic Wealth, INC.
June 2004 - January 2026 · 21 yrs 7 mos
Osaic Wealth, INC.Broker
August 1995 - January 2026 · 30 yrs 5 mos
American Express Financial Advisors INC.Broker
January 1995 - August 1995 · 7 mos
Ids Life Insurance CompanyBroker
January 1995 - August 1995 · 7 mos
State Registrations7 states
AZCONCNMOKTNTX
AdvisorBrokerBoth

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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