Kristie Kughler
Kristie Kughler is a ChFC-designated registered investment advisor at Knox Wealth Partners Advisory, based in Knoxville, TN, with 18 years of industry experience. Kristie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 482 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knox Wealth Partners Advisory's investment management fees are negotiable but will not exceed 2.5% annually, based on factors like account size, management style, complexity, investment type, and time required.
Location
10710 Murdock Drive, Suite 101, Knoxville, TN, 37932
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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
Kristie is a business owner and provides investment advisory services through Knox Wealth Partners Advisory, LLC, dedicating about a quarter of her time. She also sells non-variable, individual medicare, and health insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Knox Wealth Partners Advisory
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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.