MB
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
124 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$175.2M
Fee Structure
Financial Planning:Investment management only
Financial Plan Fee:$10,000 - $120,000
Colman Knight charges fixed fees for financial planning and consulting, ranging from $10,000 to $120,000, depending on the scope and complexity of the services. These fees are negotiable. The firm does not base its fees on a percentage of assets under management. Clients are also responsible for brokerage commissions and other transaction fees.
Areas of Practice
Financial Planning & CoachingTax PlanningInvestment ManagementHigh Net Worth
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Advisor Information
Office location
Carlisle, MA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Colman Knight Advisory Group, LLC
October 2004 - Present · 21 yrs 3 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.