Matthew Knoll is a CFP-designated registered investment advisor at The Planning Center, INC., based in Moline, IL, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 923 clients with $1.2B in assets under management.
Compensation
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Fee Structure
The Planning Center's Capstone Wealth Program™ charges an annual fee based on a percentage of your net worth and adjusted gross income. The fee is determined when you sign an agreement and won't change if your net worth or income fluctuates. Fees are payable quarterly in advance and rounded to the nearest $250. There is a $7,500 minimum annual fee.
Contact
Matthew Knoll
Location
1615 5th Avenue, Moline, IL, 61265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Planning Center, INC.
State Registrations3 states
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