Edwin Knowles
The Knowles Company · Oakton, Virginia
Edwin Knowles is a fee-only financial advisor at The Knowles Company in Oakton, Virginia, who holds the CFP credential. Edwin focuses on estate & legacy planning, retirement planning and family wealth transfer. The Knowles Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
Facts
| Firm | The Knowles Company |
|---|---|
| Based in | Oakton, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $58.1M across 161 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, VA · CRD 4620473 |
| Exams passed | Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.theknowlescompany.com |
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Questions about Edwin
Is Edwin Knowles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edwin holds no broker registration, and The Knowles Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edwin charge for financial advice?
Edwin's firm, The Knowles Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edwin Knowles based?
Edwin Knowles is based in Oakton, Virginia.
What does Edwin specialize in?
Edwin's specialties include estate & legacy planning, retirement planning and family wealth transfer. Edwin works with pre-retirees and multi-generational families.
What credentials does Edwin Knowles hold?
Edwin Knowles holds the CFP credential.
Is Edwin Knowles registered with the SEC?
Yes. Edwin Knowles is registered as an investment adviser representative in FL and VA (CRD 4620473), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Knowles Company manage?
The Knowles Company reports $58.1M across 161 accounts in assets under management.
How do I contact Edwin Knowles?
Through Edwin's website, www.theknowlescompany.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
- The Knowles Company 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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