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Advisor

Nelson Knill

Rochester Wealth Strategies · Rochester, Michigan

Nelson Knill is a fee-only financial advisor at Rochester Wealth Strategies in Rochester, Michigan, who holds the CFP credential. Rochester Wealth Strategies reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFP

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Facts

FirmRochester Wealth Strategies
Based in Rochester, Michigan
Fee model (firm's Form ADV)Percentage of assets
Assets under management$203.6M across 478 accounts
CredentialsCFP
Firm size5 employees

How Nelson's firm compares

  • Rochester Wealth Strategies's average account is about $426,000, from its Form ADV (assets managed divided by 478 accounts).

What fee-only advisors charge in Michigan

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Questions about Nelson

Is Nelson Knill a fee-only financial advisor?

Yes. Nelson Knill is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Nelson charge for financial advice?

Nelson's firm, Rochester Wealth Strategies, reports charging a percentage of assets on its SEC Form ADV.

Where is Nelson Knill based?

Nelson Knill is based in Rochester, Michigan.

What credentials does Nelson Knill hold?

Nelson Knill holds the CFP credential.

How much does Rochester Wealth Strategies manage?

Rochester Wealth Strategies reports $203.6M across 478 accounts in assets under management.

How do I contact Nelson Knill?

Contact details aren't on file yet. Search for Rochester Wealth Strategies.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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