# Todd Knickerbocker

> Todd Knickerbocker is a fee-only financial advisor at Stonebrook Private in Northville, Michigan. Todd focuses on tax planning and estate & legacy planning. Stonebrook Private reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/todd-knickerbocker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stonebrook Private
- **Based in:** Northville, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $937.0M across 4,146 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **Works with:** Multi-generational families
- **CRD:** 1999505 (https://adviserinfo.sec.gov/individual/summary/1999505)
- **SEC registration:** Investment adviser representative in FL, MI, TX
- **Exams passed:** Series 63 (1989), Series 65 (1999)
- **Firm size:** 11 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://stonebrookprivate.com

## Frequently asked questions

### Is Todd Knickerbocker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?

Todd's firm, Stonebrook Private, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Todd Knickerbocker based?

Todd Knickerbocker is based in Northville, Michigan.

### What does Todd specialize in?

Todd's specialties include tax planning and estate & legacy planning. Todd works with multi-generational families.

### Is Todd Knickerbocker registered with the SEC?

Yes. Todd Knickerbocker is registered as an investment adviser representative in FL, MI and TX (CRD 1999505), 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 Stonebrook Private manage?

Stonebrook Private reports $937.0M across 4,146 accounts in assets under management.

### How do I contact Todd Knickerbocker?

Through Todd's website, stonebrookprivate.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1999505): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stonebrookprivate.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.