Knox Wealth Partners Advisory provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Knox Wealth Partners Advisory reports 525 clients. They include 456 individual clients and 69 high-net-worth individuals. Nearly all assets ($273M across 920 accounts) are managed with discretion; $102K across 1 account is not. A wrap fee program the firm both sponsors and manages holds $261M. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 44% |
| High-net-worth individuals | 13% | 56% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 456 | $121M | 44.2% | $264K |
| High-net-worth individuals | 69 | $152M | 55.8% | $2.21M |
| Total | 525 | $273M | 100% | $520K |
- Clients
- 456
- Regulatory AUM
- $121M
- AUM share
- 44.2%
- Avg. per client
- $264K
- Clients
- 69
- Regulatory AUM
- $152M
- AUM share
- 55.8%
- Avg. per client
- $2.21M
Total
- Clients
- 525
- Regulatory AUM
- $273M
- AUM share
- 100%
- Avg. per client
- $520K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Knox Wealth Partners Advisory charges up to 2.50% a year for its Asset Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting, Fixed Fee
- Fixed fees for financial planning and consulting are generally $250 to $10,000 per engagement, as set in the agreement.
- Financial Planning and Consulting, Hourly
- Financial planning and consulting are also billed hourly at $100 to $350 per hour.
William Alexander owns 25% to 50% of Knox Wealth Partners Advisory. The leadership team of Knox Wealth Partners Advisory includes Chief Compliance Officer William Alexander. It has 7 employees.
Leadership
- William AlexanderManaging Member / Chief Compliance Officer
- Charles FarmerManaging Member
- Kristen TuckerManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- William Porter Alexander
- Kimberly Barry
- Barry Russell Bartlett
- Robin Ayres Clark JR.
- Charles Ford Farmer
- Kristie Marie Kughler
- Kristen Terry Tucker
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 7 broker-dealer reps
- 7 insurance agents
- Owns 25% to 50% of Knox Wealth Partners Advisory, LLC
William Alexander
Control person · since May 2017
- Owns 25% to 50% of Knox Wealth Partners Advisory, LLC
Kristen Tucker
Control person · since May 2017
- Owns 25% to 50% of Knox Wealth Partners Advisory, LLC
Charles Farmer
Control person · since May 2017
Knox Wealth Partners Advisory’s regulatory assets grew 2.4× from $115M (March 2021) to $273M (March 2026); clients fell from 640 to 525 and employees from 10 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $273M | 525 | 7 | 2 |
| March 2025 | $231M | 482 | 7 | 2 |
| March 2024 | $177M | 500 | 7 | 2 |
| March 2023 | $145M | 457 | 7 | 2 |
| March 2022 | $141M | 452 | 7 | 2 |
| March 2021 | $115M | 640 | 10 | 1 |
Besides its headquarters, Knox Wealth Partners Advisory has 1 office, with 2 listed addresses in Tennessee.
Tennessee · 2 listed addresses
- 10710 Murdock Drive, Suite 101, KnoxvilleHQ
- 600 Gladstone Road, Knoxville
Contact and registration details
- Legal name
- Knox Wealth Partners Advisory, LLC
- Headquarters
- 10710 Murdock Drive, Suite 101, Knoxville, TN 37932
- Website
- knoxwealthpartners.com
- Phone
- 865-291-2422
- SEC file
- 801-110743
- Structure
- Tennessee LLC
- Fiscal year end
- December
Knox Wealth Partners Advisory uses LPL Financial ($273M) as custodian for its separately managed accounts. Knox Wealth Partners Advisory has custody of $95.8M in client assets for 314 clients.
- LPL FinancialLPL Financial · Boston, MA · $273M100%
At year end, Knox Wealth Partners Advisory’s separately managed accounts were mostly in stocks (77%) and funds (17%).
What the accounts hold
- Stocks77%
- Funds17%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
- Other1%
- Derivatives1%
How many clients does Knox Wealth Partners Advisory have?
Knox Wealth Partners Advisory has 525 clients and manages $273 million for them, as of March 2026. They include 456 individual clients and 69 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Knox Wealth Partners Advisory offer?
Knox Wealth Partners Advisory provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Knox Wealth Partners Advisory charge?
Knox Wealth Partners Advisory charges up to 2.50% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Which custodians does Knox Wealth Partners Advisory use?
Knox Wealth Partners Advisory’s separately managed account assets are held at LPL Financial (Boston, MA), with $273M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Knox Wealth Partners Advisory have?
Knox Wealth Partners Advisory has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Knox Wealth Partners Advisory invest in?
At the end of its last fiscal year, Knox Wealth Partners Advisory’s separately managed accounts held 77% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Knox Wealth Partners Advisory?
Knox Wealth Partners Advisory’s direct owners are William Alexander, Kristen Tucker and Charles Farmer, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Knox Wealth Partners Advisory get paid?
Knox Wealth Partners Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Knox Wealth Partners Advisory?
Knox Wealth Partners Advisory’s main office is at 10710 Murdock Drive, Suite 101, Knoxville, TN 37932. Its phone number is 865-291-2422. Its website is knoxwealthpartners.com.