Firm
Knochelmann Wealth Management and Advisor
Florence, Kentucky
Fee-only
Knochelmann Wealth Management and Advisor at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 14 individual clients, 2 of them high net worth.
- Its average account is about $146,000 (assets it manages divided by its 31 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Florence, Kentucky |
|---|---|
| Website | kwmafinance.com |
| Phone | (859) 750-5466 |
Knochelmann Wealth Management and Advisor fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We Serve Everyone, with NO minimum asset requirement, we are here to help you!" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 12 |
| High-net-worth clients | 2 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 25, 2026 |
| SEC record | CRD 319076 |