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Quentin Knifley

1 Year of Experience
Campbellsville, KY

Quentin Knifley is a registered investment advisor at R.D. Smothers Wealth Management, based in Campbellsville, KY, with 1 years of industry experience. Quentin 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 256 clients with $75M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
256 clients
Average Client Portfolio
$292K average
Assets Under Management
$74.9M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.55%
$250K - $500K1.50%
$500K - $1000K1.45%
$1.0M - $3.0M1.35%
$3M+1.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

112 E. Main Street, Suite 200, Campbellsville, KY, 42718

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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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Other Business Activities

Quentin owns rental property in Campbellsville, KY since July 2024, performing landlord duties. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
R.D. Smothers Wealth Management
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
KY
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.
Quentin Knifley - Financial Advisor | TrueAdvisor