CK
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Craig Knight

5 Years of Experience
Las Vegas, NV
2 DisclosuresBroker

Craig Knight is a registered investment advisor at Strategic Advisers LLC, based in Las Vegas, NV, with 5 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

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

Las Vegas, NV

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2018
Final
Financial
June 2018
Final
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
December 2022 - March 2025 · 2 yrs 3 mos
Ameriprise Financial Services, LLC
March 2022 - October 2022 · 7 mos
Ameriprise Financial Services, LLCBroker
August 2020 - October 2022 · 2 yrs 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.