MK
CFP
MK
CFP

Martin Knous

7 Years of Experience
Basalt, CO

Martin Knous is a CFP-designated registered investment advisor at Flagstone Financial Advisors, INC., based in Basalt, CO, with 7 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 56 clients with $84M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
56 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$84.0M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Advisory fee is negotiable, depending on individual client circumstances. For 529 plans, the annual fee is 0.75% of the value of the account.

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

Basalt, CO

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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
Flagstone Financial Advisors, INC.
December 2018 - Present · 7 yrs 5 mos
State Registrations2 states
COTX
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.