John Knopik
Ascent Wealth Management · Kalispell, Montana
John Knopik is a fee-only financial advisor at Ascent Wealth Management in Kalispell, Montana, who holds the CFP credential. John focuses on retirement planning and estate & legacy planning. Ascent Wealth Management 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
Facts
| Firm | Ascent Wealth Management |
|---|---|
| Based in | Kalispell, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $54.0M across 153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT · CRD 4980586 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthascent.com |
| Profile |
How John's firm compares
- Ascent Wealth Management's average account is about $353,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about John
Is John Knopik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Ascent Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Ascent Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Knopik based?
John Knopik is based in Kalispell, Montana.
What does John specialize in?
John's specialties include retirement planning and estate & legacy planning. John works with pre-retirees.
What credentials does John Knopik hold?
John Knopik holds the CFP credential.
Is John Knopik registered with the SEC?
Yes. John Knopik is registered as an investment adviser representative in MT (CRD 4980586), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascent Wealth Management manage?
Ascent Wealth Management reports $54.0M across 153 accounts in assets under management.
How do I contact John Knopik?
Through John's website, wealthascent.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
- Ascent Wealth Management 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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