Spencer Knickerbocker
Stonebrook Private · Northville, Michigan
Spencer Knickerbocker is a fee-only financial advisor at Stonebrook Private in Northville, Michigan, who holds the CFP credential. Spencer focuses on tax planning and estate & legacy planning. Stonebrook Private reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Stonebrook Private |
|---|---|
| Based in | Northville, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $937.0M across 4,146 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6363915 |
| Exams passed | Series 66 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | stonebrookprivate.com |
| Profile |
How Spencer's firm compares
- Stonebrook Private's average account is about $226,000, from its Form ADV (assets managed divided by 4,146 accounts).
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Questions about Spencer
Is Spencer Knickerbocker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer holds no broker registration, and Stonebrook Private reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Spencer charge for financial advice?
Spencer's firm, Stonebrook Private, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Spencer Knickerbocker based?
Spencer Knickerbocker is based in Northville, Michigan.
What does Spencer specialize in?
Spencer's specialties include tax planning and estate & legacy planning. Spencer works with multi-generational families.
What credentials does Spencer Knickerbocker hold?
Spencer Knickerbocker holds the CFP credential.
Is Spencer Knickerbocker registered with the SEC?
Yes. Spencer Knickerbocker is registered as an investment adviser representative in MI (CRD 6363915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonebrook Private manage?
Stonebrook Private reports $937.0M across 4,146 accounts in assets under management.
How do I contact Spencer Knickerbocker?
Through Spencer's website, stonebrookprivate.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
- Stonebrook Private 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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