Jerome Knochelmann
Knochelmann Wealth Management and Advisor · Florence, Kentucky
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.
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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 | $4.5M across 31 accounts |
| SEC registration | Investment adviser representative in KY · CRD 6951405 |
| Exams passed | Series 63 (2018) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.kwmafinance.com |
How Jerome's firm compares
- Knochelmann Wealth Management and Advisor's average account is about $146,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Jerome
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.
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
- Knochelmann Wealth Management and Advisor 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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