Thomas Knightly
American Family Legacy Group · Clearwater, Florida
Thomas Knightly is a fee-only financial advisor at American Family Legacy Group in Clearwater, Florida, who holds the CFP and ChFC credentials. Thomas focuses on estate & legacy planning and retirement planning. American Family Legacy Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | American Family Legacy Group |
|---|---|
| Based in | Clearwater, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.7M across 153 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, OK, TX · CRD 1293040 |
| Exams passed | Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.americanflg.com |
How Thomas's firm compares
- American Family Legacy Group's average account is about $292,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Thomas
Is Thomas Knightly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and American Family Legacy Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, American Family Legacy Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Knightly based?
Thomas Knightly is based in Clearwater, Florida.
What does Thomas specialize in?
Thomas's specialties include estate & legacy planning and retirement planning.
What credentials does Thomas Knightly hold?
Thomas Knightly holds the CFP and ChFC credentials.
Is Thomas Knightly registered with the SEC?
Yes. Thomas Knightly is registered as an investment adviser representative in FL, OK and TX (CRD 1293040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does American Family Legacy Group manage?
American Family Legacy Group reports $44.7M across 153 accounts in assets under management.
How do I contact Thomas Knightly?
Through Thomas's website, www.americanflg.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
- American Family Legacy Group 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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