Troy Knighton
Troy Knighton is a CFP, PFS-designated registered investment advisor at Veritas Wealth Management, LLC, based in Salt Lake City, UT, with 13 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 56 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees and account minimums may be negotiable.
Fee Estimator
Contact
Troy Knighton
Location
2180 South 1300 East, Suite 360, Salt Lake City, UT, 84106
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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 Activities
Troy is a partner at Knighton, Erb & Company, LLC, an accounting firm, since 2012. He dedicates about half his time to his duties, primarily during securities trading hours.
Employment History
Current Registrations
Veritas Wealth Management, LLC
State Registrations1 state
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Exams
Additional Information
Veritas Wealth Management, LLC is a fee-only Registered Investment Advisor that helps clients achieve their financial freedom, life goals and dreams through sophisticated financial planning and investment management, thereby simplifying their life and giving them peace of mind so they can focus on things most important to them.Veritas Wealth Management, LLC believes - and an overwhelming amount of evidence supports us - that the market's built-in efficiency means that attempting to pick individual equities is an exercise in futility. Instead, we advocate a practical, academically grounded approach that eliminates all the guesswork from investing.