Joseph Knox
Evident Financial · Erie, Pennsylvania
Joseph Knox is a fee-only financial advisor at Evident Financial in Erie, Pennsylvania. Evident Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Evident Financial |
|---|---|
| Based in | Erie, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $149.7M across 212 accounts |
| SEC registration | Investment adviser representative in NY, PA · CRD 7846044 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.evidentfinancial.com |
How Joseph's firm compares
- Evident Financial's average account is about $706,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Joseph
Is Joseph Knox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Evident Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Evident Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Knox based?
Joseph Knox is based in Erie, Pennsylvania.
Is Joseph Knox registered with the SEC?
Yes. Joseph Knox is registered as an investment adviser representative in NY and PA (CRD 7846044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evident Financial manage?
Evident Financial reports $149.7M across 212 accounts in assets under management.
How do I contact Joseph Knox?
Through Joseph's website, www.evidentfinancial.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.
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