# Matthew Knoll

> Matthew Knoll is a fee-only financial advisor at The Planning Center in Chicago, Illinois, who holds the CFP, MBA and CAP credentials. Matthew focuses on retirement planning, estate & legacy planning and divorce financial planning. The Planning Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/matthew-knoll/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** The Planning Center
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.37B across 3,032 accounts
- **Credentials:** CFP, MBA, CAP
- **Specialties:** Retirement planning, Estate & legacy planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Divorced individuals
- **CRD:** 6249612 (https://adviserinfo.sec.gov/individual/summary/6249612)
- **SEC registration:** Investment adviser representative in IA, IL, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** https://theplanningcenter.com

## Frequently asked questions

### Is Matthew Knoll a fee-only financial advisor?

Yes. Matthew Knoll is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

Matthew's firm, The Planning Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Knoll based?

Matthew Knoll is based in Chicago, Illinois.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning and divorce financial planning. Matthew works with retirees, pre-retirees, mid-life transitions and divorced individuals.

### What credentials does Matthew Knoll hold?

Matthew Knoll holds the CFP, MBA and CAP credentials.

### Is Matthew Knoll registered with the SEC?

Yes. Matthew Knoll is registered as an investment adviser representative in IA, IL and TX (CRD 6249612), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does The Planning Center manage?

The Planning Center reports $1.37B across 3,032 accounts in assets under management.

### How do I contact Matthew Knoll?

Through Matthew's website, theplanningcenter.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5408): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.theplanningcenter.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.