# Jerome Knochelmann

> Jerome Knochelmann is a fee-only financial advisor at Knochelmann Wealth Management and Advisor in Florence, Kentucky. Knochelmann Wealth Management and Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jerome-knochelmann/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Knochelmann Wealth Management and Advisor
- **Based in:** Florence, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $4.5M across 31 accounts
- **CRD:** 6951405 (https://adviserinfo.sec.gov/individual/summary/6951405)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 63 (2018), Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.kwmafinance.com

## Frequently asked questions

### Is Jerome Knochelmann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jerome holds no broker registration, and Knochelmann Wealth Management and Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jerome charge for financial advice?

Jerome's firm, Knochelmann Wealth Management and Advisor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Jerome charge?

According to Knochelmann Wealth Management and Advisor's website, checked October 30, 2026: no asset minimum.

### Where is Jerome Knochelmann based?

Jerome Knochelmann is based in Florence, Kentucky.

### Is Jerome Knochelmann registered with the SEC?

Yes. Jerome Knochelmann is registered as an investment adviser representative in KY (CRD 6951405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Knochelmann Wealth Management and Advisor manage?

Knochelmann Wealth Management and Advisor reports $4.5M across 31 accounts in assets under management.

### How do I contact Jerome Knochelmann?

Through Jerome's website, www.kwmafinance.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6951405): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kwmafinance.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.