RK
RK

Randall Knapp

11 Years of Experience
Ten Mile, TN

Randall Knapp is a registered investment advisor at Financial & Tax Architects, LLC, based in Ten Mile, TN, with 11 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,574 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,574 clients
Average Client Portfolio
$322K average
Assets Under Management
$506.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.95%
$2.0M - $5.0M0.90%
$5.0M - $10.0M0.50%
$10M+0.30%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 5 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

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
No exam information available for this advisor.