Knode Wealth Management is a registered investment advisor located in Plano, Texas, founded in 2025. The firm offers personalized investment management and financial planning services. For managing investment portfolios, Knode Wealth Management creates customized asset allocation strategies using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may utilize outside investment managers when appropriate. The firm also provides ongoing and project-based financial planning covering areas such as retirement planning, tax planning strategies, cash flow and debt management, estate planning, insurance review, college savings, and business planning. Knode Wealth Management operates as a fee-only firm, meaning compensation comes exclusively from client fees without commissions or product sales charges.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.