KNOX WEALTH PARTNERS ADVISORY

10710 Murdock Drive
Suite 101
Knoxville, Tennessee 37932
Tel: (865) 291-2422

About KNOX WEALTH PARTNERS ADVISORY

KNOX WEALTH PARTNERS ADVISORY, formally registered with the SEC as KNOX WEALTH PARTNERS ADVISORY. The firm was established in 07/05/2017. They have over 2 offices throughout the country.

KNOX WEALTH PARTNERS ADVISORY is a Knoxville, Tennessee based Financial Planning firm with nearly $176,934,432 assets under management, offering retirement planning & investment advisory services to 500 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288580
SEC#	801-110743
Assets Managed by Firm	$176,934,432
No. of Clients	500
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	500	$176,934,432
Individuals (other than high net worth individuals)	467	$107,334,955
High net worth individuals	33	$69,599,477

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