Knight and Company Wealth Advisors

The firm provides investment portfolio management, financial planning, and pension consulting services. Its Form ADV describes an advisory-only model that includes the selection of third-party asset managers on behalf of clients. Revenue is generated through asset-based fees and fixed planning charges rather than commissions.

As a registered investment advisor, Knight and Company operates under a fiduciary duty to its advisory clients. This legal obligation requires the firm to act in clients' best interests, disclose conflicts, and avoid self-dealing. Its fee-only structure supports this posture by removing transactional incentives.

No. Knight and Company does not sponsor its own mutual funds, ETFs, or private investment pools. Client portfolios are constructed using third-party securities and funds. This separation between advisor and product manufacturer is a structural feature designed to reduce conflicted advice.

The firm charges asset-based fees calculated as a percentage of client assets under management, plus fixed fees for standalone financial plans. Client agreements may include hourly or retainer arrangements. The firm does not appear to accept commission-based compensation from product providers.

The firm has not publicly identified its key investment decision-makers through press releases, media appearances, or a corporate website. No individual has been cited in regulatory filings or industry press as the named CIO or lead portfolio manager.