Connor Knox
Brandywine Oak Private Wealth · Kennett Square, Pennsylvania
Connor Knox is a fee-only financial advisor at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, who holds the CFP credential. Connor charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
Facts
| Firm | Brandywine Oak Private Wealth |
|---|---|
| Based in | Kennett Square, Pennsylvania |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.57B across 2,836 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 7827193 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brandywineoak.com |
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Questions about Connor
Is Connor Knox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Brandywine Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor charges a percentage of assets.
Where is Connor Knox based?
Connor Knox is based in Kennett Square, Pennsylvania.
What does Connor specialize in?
Connor's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Connor works with pre-retirees, retirees and executives.
What credentials does Connor Knox hold?
Connor Knox holds the CFP credential.
Is Connor Knox registered with the SEC?
Yes. Connor Knox is registered as an investment adviser representative in PA and TX (CRD 7827193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brandywine Oak Private Wealth manage?
Brandywine Oak Private Wealth reports $1.57B across 2,836 accounts in assets under management.
How do I contact Connor Knox?
Through Connor's website, www.brandywineoak.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
- Brandywine Oak Private Wealth 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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