Knox Wealth Partners Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$350/hr

“An hourly fee of $100 - $350 per hour is charged by Knox Wealth Partners Advisory for services under this arrangement.”

Flat or project fee

$250⁠-⁠$10,000

“The minimum fixed fee charged is generally $250 and the maximum fixed fee is generally no more than $10,000.”

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

How Knox Wealth Partners Advisory bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for client’s account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed in advance .”
• “Clients may terminate the agreement without penalty for a full refund of the fees within five business days 13 of signing an agreement.”

How Knox Wealth Partners Advisory’s fees compare

• Its hourly rate of $100-$350 spans the Tennessee median of $275. 26% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 1 of the 12 other planners in Knoxville that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Tennessee median of $3,000. 65% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 5 of the 7 other planners in Knoxville that publish a flat or project fee charge less.

About Knox Wealth Partners Advisory

• Firm size: 7 employees.
• Registered as an adviser: 2017 (9 years).

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

2.5% a year

Minimum

$15,000 in assets (stated in brochure)

Clients

525

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$272,877,382

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288580

Website

facebook.com/Knox-Wealth-Partners-Advisory-962648070431079 (opens in new tab)

Phone

(865) 291-2422

Can advise clients in 10 states: California, Florida, Georgia, North Carolina, New Jersey, New York, Ohio, South Carolina, Tennessee, Virginia

Other planners in Knoxville that publish fees

• CogentblueKnoxville$10,000⁠-⁠$20,000/yr
• Cosey Financial Services, Inc.Knoxville$400/hr, $5,000
• Insight Strategic Wealth LLCKnoxville$275/hr
• Kinetic WealthKnoxville$300/hr
• Marsh Wealth Management, LLCKnoxville$450⁠-⁠$4,000, $125/mo
• NBZ Investment Advisors, LLCKnoxville$245⁠-⁠$350/hr

Compare all 32 planners in Knoxville