Jonathan Pliszka
High Knoll Wealth Advisors · Lexington, Kentucky
Jonathan Pliszka is a fee-only financial advisor at High Knoll Wealth Advisors in Lexington, Kentucky. Jonathan charges a percentage of assets.
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Facts
| Firm | High Knoll Wealth Advisors |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model | Percentage of assets |
| Assets under management | $12.4M across 128 accounts |
| SEC registration | Investment adviser representative in KY, TN · CRD 5249075 |
| Exams passed | Series 63 (2014) · Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.highknollwealth.com |
| Profile |
How Jonathan's firm compares
- High Knoll Wealth Advisors's average account is about $97,000, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Jonathan
Is Jonathan Pliszka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and High Knoll Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges a percentage of assets.
Where is Jonathan Pliszka based?
Jonathan Pliszka is based in Lexington, Kentucky.
Is Jonathan Pliszka registered with the SEC?
Yes. Jonathan Pliszka is registered as an investment adviser representative in KY and TN (CRD 5249075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does High Knoll Wealth Advisors manage?
High Knoll Wealth Advisors reports $12.4M across 128 accounts in assets under management.
How do I contact Jonathan Pliszka?
Through Jonathan's website, www.highknollwealth.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
- High Knoll Wealth Advisors 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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