Knight Investment Planning is a fee-only financial planning firm founded in 2004 and based in Libertyville, Illinois. The firm specializes in delivering personalized financial planning and investment consultation services across all stages of the financial planning life cycle. Services encompass cash flow and debt management, risk management and insurance reviews, employee benefits analysis, retirement planning, tax planning strategies, education funding, estate planning coordination, and investment consultation. Knight Investment Planning helps clients design portfolios utilizing passive investment management, asset class diversification, and low-cost investment vehicles such as mutual funds and exchange-traded funds. The firm emphasizes a fiduciary standard of care, acting in the best interest of clients without accepting commissions, product sales markups, or third-party referral fees. Clients retain full discretion over all implementation decisions.
Fee Structure
- Hourly financial planning and investment consultation — $180 to $360 per hour, billed in six-minute increments, covering cash flow, retirement projections, tax strategies, and portfolio design.