The Knowles Company, LLC fees and pricing
Financial planner in Oakton, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 1, 2026, The Knowles Company, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Billed at $300 per hour, depending on complexity and expertise required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Knowles Company, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the sole discretion of the Firm based on account complexity, family asset aggregation, and special circumstances.”
- “An invoice is sent to the client each quarter outlining the fee calculation and the amount withdrawn from the client account.”
- “The remaining balance is paid in quarterly installments in arrears via ACH or direct account deduction.”
How The Knowles Company, LLC’s fees compare
- Its hourly rate of $300 is above the Virginia median of $260. 53% of the 203 other Virginia planners that publish an hourly rate charge less.
About The Knowles Company, LLC
“We provide personalized, comprehensive financial planning and investment management services to individuals, families, trusts, estates, small businesses and their retirement plans.”
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- 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
- 1% a year
- Clients
- 23
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $58,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124779
- Phone
- (703) 307-0653
Other planners in Oakton that publish fees
- Cedar Grove Financial Planning, LLCOakton$200/hr, $1,500-$3,500
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.