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What is a fee-only fiduciary investment advisor?

A fee-only fiduciary investment advisor is a financial professional who provides investment advice and manages portfolios while adhering to a fiduciary standard. We prioritize our clients' financial well-being and work in their best interests, avoiding any conflicts of interest.

Why should I choose a fee-only fiduciary investment advisor?

Choosing a fee-only fiduciary investment advisor ensures that our clients' interests are always at the forefront. We prioritize your financial well-being and work solely for you, without the influence of commissions or product sales. This provides transparency, objectivity, and peace of mind.

How does a fee-only advisor differ from commission-based advisors?

Unlike commission-based advisors, who may earn commissions from selling financial products, fee-only advisors are compensated solely by client fees. We are committed to providing unbiased recommendations tailored to our clients' specific needs, without any conflicts of interest.

What services do you offer as a fee-only fiduciary investment advisor?

As a fee-only fiduciary investment advisor, we offer a range of comprehensive services, including investment management, financial planning, retirement planning, portfolio analysis, and ongoing monitoring. We strive to provide personalized solutions that align with your goals and risk tolerance.

How do you determine the fees for your services?

Our fees are based on a transparent and straightforward structure. They are typically calculated as a percentage of the assets we manage for you. We provide a clear breakdown of all fees and discuss them with you upfront, ensuring complete transparency. You can view our fees page for more details.

What is the advantage of working with a fee-only advisor over managing my investments myself?

Working with a fee-only advisor provides you with the expertise, experience, and dedicated attention that can help optimize your investment strategy. We stay informed about market trends, conduct research, and monitor your portfolio, freeing up your time and providing you with peace of mind.

How do you ensure that my investments are aligned with my financial goals?

We take the time to understand your unique financial goals, risk tolerance, and time horizon. With this information, we create a tailored investment strategy that aligns with your objectives. Regular portfolio reviews and open communication allow us to make adjustments as needed.

What is your investment philosophy and approach?

Our investment philosophy revolves around a disciplined and diversified approach. We believe in constructing well-balanced portfolios based on your goals, risk tolerance, and market conditions. We focus on long-term strategies and aim to minimize unnecessary risks while seeking attractive returns.

How often will you review and rebalance my investment portfolio?

Regular portfolio reviews are crucial to ensure your investments stay on track. The frequency of reviews depends on your individual needs and market conditions. We will work with you to determine the appropriate schedule for reviewing and rebalancing your portfolio.

Do you provide financial planning services in addition to investment management?

Absolutely! In addition to investment management, we offer comprehensive financial planning services. This includes retirement planning, tax planning, estate planning, and more. Our goal is to help you achieve your overall financial objectives and provide guidance on various aspects of your financial life.

Did High Knoll Wealth Advisors take PPP money?

No, High Knoll Wealth Advisors did not take PPP (Paycheck Protection Program) money. As a fee-only firm, our primary source of compensation is based on assets under management, and we believed it was inappropriate to accept PPP funds intended for businesses facing financial hardship due to the COVID-19 pandemic. We encourage you to research and consider the practices of other firms who may have received PPP funding. Transparency and ethical practices are at the core of our values, and we always act in the best interests of our clients.

Can you provide references or testimonials from your existing clients?

We sure can. We'd be happy to connect you with references or provide testimonials from our existing clients. We understand the importance of hearing about the experiences of others before making a decision. You're welcome to visit our Testimonials page on our website to see what our clients have to say about their partnership with us. We value the trust and confidence our clients place in us, and we're proud to share their feedback with you. Please feel free to reach out to us, and we'll be glad to assist you further. Additionally, you can view our Testimonials page.

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High Knoll Wealth Advisors, LLC (“HKWA”) is a registered investment advisor offering advisory services in the State of Kentucky and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HKWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

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HKWA operates as a registered investment advisor in the state of Kentucky. We may only transact business in those states where it is appropriately registered or excluded or exempted from registration. The distribution of information on the HKWA website is intended for general information purposes and should not be construed by any consumer or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by HKWA with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of HKWA, please contact the state securities regulators for those states in which HKWA maintains a registration filing. A copy of HKWA’s current written disclosure statement discussing HKWA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from HKWA upon written request. HKWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HKWA’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if High Knoll Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of High Knoll Wealth Advisors by any of its clients. Rankings published by publications and others generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. High Knoll Wealth Advisors does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.