# Knox Wealth Partners Advisory

> Knox Wealth Partners Advisory is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 288580
- Filed as: KNOX WEALTH PARTNERS ADVISORY
- Legal name: Knox Wealth Partners Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288580
- AdvisorCensus page: https://advisorcensus.com/firm/knox-wealth-partners-advisory-knoxville-tn-288580

## Quick answers

**How is Knox Wealth Partners Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Knox Wealth Partners Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Knox Wealth Partners Advisory charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $100 to $350 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Knox Wealth Partners Advisory located?**
Knox Wealth Partners Advisory's principal office is in Knoxville, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Knox Wealth Partners Advisory registered with the SEC or a state?**
Knox Wealth Partners Advisory is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288580.

**How much does Knox Wealth Partners Advisory manage?**
Knox Wealth Partners Advisory reports $272,877,382 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Knox Wealth Partners Advisory's assets and staff changed since 2021?**
In the Form ADV data for Knox Wealth Partners Advisory: Regulatory assets under management: $115,100,309 in the October 2021 data and $272,877,382 in the October 2026 data, up 137%. Total employees: 10 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Knox Wealth Partners Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (456); high net worth individuals (69).

**Which custodians does Knox Wealth Partners Advisory use?**
Knox Wealth Partners Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial as a custodian holding 10% or more of its separately managed account assets.

**Does Knox Wealth Partners Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288580

**What changed in Knox Wealth Partners Advisory's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $231,274,258 to $272,877,382 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $100 to $350 an hour (financial planning and consulting services)

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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $272,877,382
- Discretionary: $272,775,456
- Non-discretionary: $101,926

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 456 | $120,558,970 |
| High net worth individuals | 69 | $152,318,412 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, NC, NJ, NY, OH, SC, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Knoxville, TN

### Websites listed on Form ADV (Item 1.I)
- [knoxwealthpartners.com](https://knoxwealthpartners.com)
- Facebook @Knox-Wealth-Partners-Advisory-962648070431079
- Facebook @kristentuckerkwpa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $115,100,309 | 10 | March 30, 2021 |
| October 2022 | $140,992,199 | 7 | September 12, 2022 |
| October 2023 | $145,331,836 | 7 | March 24, 2023 |
| October 2024 | $176,934,432 | 7 | March 5, 2024 |
| October 2025 | $231,274,258 | 7 | March 12, 2025 |
| October 2026 | $272,877,382 | 7 | March 26, 2026 |

Regulatory assets under management: $115,100,309 in the October 2021 data and $272,877,382 in the October 2026 data, up 137%.
Total employees: 10 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $231,274,258 to $272,877,382 (+18%).

### January 2026
- No longer registered or notice-filed in KY.

### December 2025
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Knox Wealth Partners Advisory (CRD 288580): Form ADV filing data as of October 2026.