White Knight Strategic Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$2,000⁠-⁠$10,000/yr

“Fixed fees generally range from $2,000 to $10,000 per year.”

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

How White Knight Strategic Wealth Advisors, LLC bills

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

• “Fees are negotiable and may be higher or lower than this range, based on the nature of the account, and the origin of the client.”
• “Client’s with accounts linked to the Pontera platform will have their fee’s either directly debited from their linked Schwab account or, if requested, will be invoiced directly.”
• “Fees are negotiable and will depend on the anticipated complexity of the plan.”

How White Knight Strategic Wealth Advisors, LLC’s fees compare

• Its annual fee of $2,000-$10,000 spans the New Jersey median of $6,318. 40% of the 47 other New Jersey planners that publish an annual fee charge less.

About White Knight Strategic Wealth Advisors, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

196

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

$207,367,471

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

302098

Website

wkswa.com (opens in new tab)

Phone

(609) 945-1772

Can advise clients in 6 states: Florida, New Jersey, New York, Ohio, Pennsylvania, Texas

Other planners in Lawrenceville that publish fees

• Weingarten Associates, L.L.C.Lawrenceville$8,000, $20,000/yr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

Compare all 417 planners in New Jersey