Eric Knudson
Isthmus Partners · Madison, Wisconsin
Eric Knudson is a fee-only financial advisor at Isthmus Partners in Madison, Wisconsin, who holds the CFP credential. Isthmus Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Eric →
Facts
| Firm | Isthmus Partners |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.44B across 1,894 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 8157499 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.isthmuspartnersllc.com |
How Eric's firm compares
- Isthmus Partners's average account is about $760,000, from its Form ADV (assets managed divided by 1,894 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Knudson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Isthmus Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Isthmus Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Knudson based?
Eric Knudson is based in Madison, Wisconsin.
What credentials does Eric Knudson hold?
Eric Knudson holds the CFP credential.
Is Eric Knudson registered with the SEC?
Yes. Eric Knudson is registered as an investment adviser representative in WI (CRD 8157499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Isthmus Partners manage?
Isthmus Partners reports $1.44B across 1,894 accounts in assets under management.
How do I contact Eric Knudson?
Through Eric's website, www.isthmuspartnersllc.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
- 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.
See something wrong? Request a correction. Read our methodology.