BM
CFP
BM
CFP

Brian Mcknight

26 Years of Experience
Minneapolis, MN

Brian Mcknight is a CFP-designated registered investment advisor at Parr Mcknight Wealth Management Group, based in Minneapolis, MN, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 613 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
613 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$2.5M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M0.90%
$5.0M - $10.0M0.85%
$10.0M - $20.0M0.80%
$20.0M - $30.0M0.75%
$30.0M - $50.0M0.50%
$50.0M - $75.0M0.40%
$75.0M - $100.0M0.35%
$100M+0.35%

Fees may be negotiable.

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

333 S 7th Street, Suite 2370, Minneapolis, MN, 55402

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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 Activities

Brian has 100% ownership of ZPOZ Capital and owns 35% and 32.5% of Parr McKnight Wealth Management Group, LLC and Parr McKnight Wealth Management LLC, respectively. He also serves as trustee or co-trustee for multiple 401k plans, dedicating full-time hours to Parr McKnight Wealth Management Group 401k and over full-time hours to Parr McKnight Wealth Management LLC.

Employment History
Current Registrations
Parr Mcknight Wealth Management Group
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
January 2018 - September 2024 · 6 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2018 - September 2024 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2014 - January 2018 · 4 yrs
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2018 · 14 yrs 6 mos
Prudential Securities Incorporated
October 1999 - January 2003 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
August 1999 - July 2003 · 3 yrs 11 mos
State Registrations2 states
MNTX
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.
Brian Mcknight - Financial Advisor | TrueAdvisor