TrueAdvisor
TrueAdvisor
RK
RK

Randall Albert Knapp

Financial & Tax Architects, LLC
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Financial & Tax Architects, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

Ten Mile, TN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial & Tax Architects, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Integrity Financial Advisors, LLC
July 2018 - December 2024 · 6 yrs 5 mos
Epi Advisors, LLC
January 2017 - July 2018 · 1 yr 6 mos
Mattson Financial Services, LLC
October 2014 - January 2017 · 2 yrs 3 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.