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Craig Knutilla

Gallagher Fiduciary Advisors, LLC
20 Years of Experience
Rolling Meadows, IL
2 Disclosures
View SEC Summary
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Craig Knutilla is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Rolling Meadows, IL, with 20 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,120 clients with $190B in assets under management.

Gallagher Fiduciary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
127 advisors
Number of Clients
6,120 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$194.8B

Fee Structure

Minimum Investment:$3K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum overall advisory fee is up to 2.00%. Specific strategy maximum fees are up to 0.35% for Independence, Liberty, and TRU, and up to 0.85% for Freedom. Model and strategy fees may cost up to an additional 0.85% per year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2850 Golf Road, Rolling Meadows, IL, 60008

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History

Regulatory History (2)
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Criminal
March 1988
Final Disposition
Employment Separation After Allegations
March 1988
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Craig works as a retirement plan consultant for Gallagher Fiduciary Advisors and Gallagher Benefit Services. He dedicates nearly full-time hours to Gallagher Fiduciary Advisors and about a quarter of his time to Gallagher Benefit Services.

Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
April 2022 - February 2024 · 1 yr 10 mos
Kestra Advisory Services, LLC
April 2016 - March 2022 · 5 yrs 11 mos
NFP Advisor Services, LLC
November 2013 - September 2016 · 2 yrs 10 mos
Kestra Investment Services, LLCBroker
January 2007 - March 2022 · 15 yrs 2 mos
Gbs Retirement Services, INC.Broker
April 2006 - December 2006 · 8 mos
State Registrations1 state
IL
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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Craig Knutilla - Financial Advisor | TrueAdvisor