Patrick Knowles
The Knowles Company · Oakton, Virginia
Patrick Knowles is a fee-only financial advisor at The Knowles Company in Oakton, Virginia. Patrick focuses on estate & legacy planning, retirement planning and family wealth transfer. The Knowles Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
Facts
| Firm | The Knowles Company |
|---|---|
| Based in | Oakton, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $58.1M across 161 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8320448 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.theknowlescompany.com |
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Questions about Patrick
Is Patrick Knowles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and The Knowles Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, The Knowles Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Knowles based?
Patrick Knowles is based in Oakton, Virginia.
What does Patrick specialize in?
Patrick's specialties include estate & legacy planning, retirement planning and family wealth transfer. Patrick works with pre-retirees and multi-generational families.
Is Patrick Knowles registered with the SEC?
Yes. Patrick Knowles is registered as an investment adviser representative in VA (CRD 8320448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Knowles Company manage?
The Knowles Company reports $58.1M across 161 accounts in assets under management.
How do I contact Patrick Knowles?
Through Patrick's website, www.theknowlescompany.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
- The Knowles Company 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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