WK
CFP
WK
CFP

William Knight

12 Years of Experience

William Knight is a CFP-designated registered investment advisor at Legend Financial Advisors INC, based in Pittsburgh, PA, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 216 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$335.4M

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.85%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237

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History

Regulatory 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.

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Employment History
Current Registrations
Legend Financial Advisors INC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Legend Financial Advisors INC
September 2010 - June 2019 · 8 yrs 9 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Knight - Financial Advisor | TrueAdvisor