# Troy Knighton

> Troy Knighton is a fee-only financial advisor at Veritas Wealth Management LLC in Salt Lake City, Utah, who holds the CFP, CPA/PFS and MBA credentials. Troy charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 1.25% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/troy-knighton/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Veritas Wealth Management LLC
- **Based in:** Salt Lake City, Utah
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $135.8M across 244 accounts
- **Credentials:** CFP, CPA/PFS, MBA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Family wealth transfer, Small business owners
- **CRD:** 6018337 (https://adviserinfo.sec.gov/individual/summary/6018337)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://veritaswm.com

## Frequently asked questions

### Is Troy Knighton a fee-only financial advisor?

Yes. Troy Knighton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Troy's firm.

### How does Troy charge for financial advice?

Troy charges a percentage of assets and an ongoing planning fee.

### How much does Troy charge?

According to Veritas Wealth Management LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1.25% a year on the first tier of assets managed.

### Where is Troy Knighton based?

Troy Knighton is based in Salt Lake City, Utah.

### What does Troy specialize in?

Troy's specialties include tax planning, estate & legacy planning, retirement planning, family wealth transfer and small business owners.

### What credentials does Troy Knighton hold?

Troy Knighton holds the CFP, CPA/PFS and MBA credentials.

### Is Troy Knighton registered with the SEC?

Yes. Troy Knighton is registered as an investment adviser representative in UT (CRD 6018337), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Veritas Wealth Management LLC manage?

Veritas Wealth Management LLC reports $135.8M across 244 accounts in assets under management.

### How do I contact Troy Knighton?

Through Troy's website, veritaswm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39490): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://veritaswm.com/): specialties, clients served, and fees, checked October 28, 2026

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