Troy Knighton
Veritas Wealth Management LLC · Salt Lake City, Utah
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.
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Specialties
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 |
| Assets under management | $135.8M across 244 accounts |
| Credentials | CFP · CPA/PFS · MBA |
| SEC registration | Investment adviser representative in UT · CRD 6018337 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | veritaswm.com |
| Profile |
How Troy's firm compares
- Ongoing planning starts at $5,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Veritas Wealth Management LLC's average account is about $557,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Troy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Veritas Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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