Matthew Knoll
The Planning Center · Chicago, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
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 |
| Assets under management | $1.37B across 3,032 accounts |
| Credentials | CFP · MBA · CAP |
| SEC registration | Investment adviser representative in IA, IL, TX · CRD 6249612 |
| Exams passed | Series 65 (2014) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | theplanningcenter.com |
| Profile |
How Matthew's firm compares
- The Planning Center's average account is about $452,000, from its Form ADV (assets managed divided by 3,032 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- The Planning Center website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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