Jon Knotts
Expressive Wealth · Chicago, Illinois
Jon Knotts is a fee-only financial advisor at Expressive Wealth in Chicago, Illinois. Expressive Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jon →
Facts
| Firm | Expressive Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.2M across 468 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2194427 |
| Exams passed | Series 63 (1991) · Series 65 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | expressivewealth.com |
How Jon's firm compares
- Expressive Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 468 accounts).
Request an introduction to Jon
Tell Jon a little about what you're looking for. Jon 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 Jon
Is Jon Knotts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Expressive Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, Expressive Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jon Knotts based?
Jon Knotts is based in Chicago, Illinois.
Is Jon Knotts registered with the SEC?
Yes. Jon Knotts is registered as an investment adviser representative in IL (CRD 2194427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Expressive Wealth manage?
Expressive Wealth reports $165.2M across 468 accounts in assets under management.
How do I contact Jon Knotts?
Through Jon's website, expressivewealth.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.