Knode Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Knode Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”

How Knode Wealth Management LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 15 other planners in Plano that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Texas median of $3,850. 61% of the 401 other Texas planners that publish a flat or project fee charge less.
• 8 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Knode Wealth Management LLC

• Principal: Robert Knode
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$20,594,943

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336114

Website

knodewm.com (opens in new tab)

Phone

(972) 489-3733

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano