Brian Wood
High Knoll Wealth Advisors · Lexington, Kentucky
Brian Wood is a fee-only financial advisor at High Knoll Wealth Advisors in Lexington, Kentucky. Brian charges a percentage of assets.
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Facts
| Firm | High Knoll Wealth Advisors |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model | Percentage of assets |
| Assets under management | $12.4M across 128 accounts |
| SEC registration | Investment adviser representative in KY, TN · CRD 8109224 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.highknollwealth.com |
| Profile |
How Brian's firm compares
- High Knoll Wealth Advisors's average account is about $97,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Brian
Is Brian Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and High Knoll Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
Where is Brian Wood based?
Brian Wood is based in Lexington, Kentucky.
Is Brian Wood registered with the SEC?
Yes. Brian Wood is registered as an investment adviser representative in KY and TN (CRD 8109224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does High Knoll Wealth Advisors manage?
High Knoll Wealth Advisors reports $12.4M across 128 accounts in assets under management.
How do I contact Brian Wood?
Through Brian's website, www.highknollwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- High Knoll Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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