Thomas Knutson is a CFP-designated registered investment advisor at Mako Wealth Group, based in Rochester, MN, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Outside manager fees are separate if applicable, with a combined fee cap of 2%.
Fee Estimator
Location
Rochester, MN
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Mako Wealth Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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
More Advisors
- Terry Nelson, CFP, ChFCGeneos Wealth Management, INC.
- Kelly Anderson, CFPCetera Investment Advisers LLC
- Jack Zinser, CFPFortress Financial Group, LLC
- Michael Hoffman, CFPAmeriprise Financial Services, LLC
- Bradley Schroeder, CFPLPL Financial LLC
- Eric Alleckson, CFPChoreo, LLC