Bob Knode
Knode Wealth Management · Plano, Texas
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.
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Specialties
Who they serve
- Executives
- Retirees
- Founders
Facts
| Firm | Knode Wealth Management |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $20.6M across 48 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in TX · CRD 5006234 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | knodewm.com |
How Bob's firm compares
- Knode Wealth Management's average account is about $429,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Bob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Knode Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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