Patrick Vondohlen
Patrick Vondohlen is a registered investment advisor at The Von Dohlen Knuffke Financial Group, LLC, based in San Antonio, TX, with 22 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 15 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management Fee and account minimums are negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
San Antonio, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is involved in several business activities, including financial planning, consulting, mortgage services, and estate planning. He also owns insurance businesses and sells traditional, non-variable insurance products, dedicating a small amount of time to these activities.
Employment History
Current Registrations
The Von Dohlen Knuffke Financial Group, LLC
Previous Registrations
The Von Dohlen Knuffke Financial Group, LLC
The Von Dohlen Knuffke Financial Group, LLC
Next Financial Group, INC.
New England Securities Corporation
Eagle Strategies CORP
State Registrations1 state
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.