# Bob Knode

> Bob Knode is a fee-only financial advisor at Knode Wealth Management in Plano, Texas, who holds the CFP and EA credentials. Bob focuses on tax planning, retirement planning and estate & legacy planning. Knode Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bob-knode/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Knode Wealth Management
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $20.6M across 48 accounts
- **Credentials:** CFP, EA
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Executives, Retirees, Founders
- **CRD:** 5006234 (https://adviserinfo.sec.gov/individual/summary/5006234)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://knodewm.com

## Frequently asked questions

### Is Bob Knode a fee-only financial advisor?

Yes. Bob Knode is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bob's firm.

### How does Bob charge for financial advice?

Bob's firm, Knode Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bob Knode based?

Bob Knode is based in Plano, Texas.

### What does Bob specialize in?

Bob's specialties include tax planning, retirement planning, estate & legacy planning and small business owners. Bob works with executives, retirees and founders.

### What credentials does Bob Knode hold?

Bob Knode holds the CFP and EA credentials.

### Is Bob Knode registered with the SEC?

Yes. Bob Knode is registered as an investment adviser representative in TX (CRD 5006234), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Knode Wealth Management manage?

Knode Wealth Management reports $20.6M across 48 accounts in assets under management.

### How do I contact Bob Knode?

Through Bob's website, knodewm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/bob-knode-knode-41616): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://knodewm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.