Kristie Kughler
Kristie Kughler is a ChFC-designated registered investment advisor at Knox Wealth Partners Advisory, based in Knoxville, TN, with 19 years of industry experience. Kristie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 525 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and will not exceed a total annual fee of 2.50% based on account specifics, household size, and management style.
Fee Estimator
Location
10710 Murdock Drive, Suite 101, Knoxville, TN, 37932
Get directionsHistory
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 Registrations4 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.
Exams
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