RBC Capital Markets
45yrs
Top advisor by experience in Concord
9yrs
Michael Knee
Financial advisor at Atlas Fiduciary Services
Michael Knee is a fiduciary financial advisor in Concord, New Hampshire, with 9 years in the industry. After three years at Cambridge Investment Research Advisors and a year at Avantax Advisory Services, Michael joined Atlas Fiduciary Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Atlas Fiduciary Services reports being paid through a percentage of assets and hourly fees.
One of 146 advisors with offices in Concord, and one of 141 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office214 N. State Street Unit 1, Concord, NH 03301
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$312,818
Advisors at the firm3
States licensed ?1 state
Services through Atlas Fiduciary Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowAtlas Fiduciary Services, Inc.Current firm
- 2021 – 2024
- Feb 2019 – Jan 2020Avantax Advisory ServicesPreviously
- Jan 2018 – Dec 2018Creativeone Wealth, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Atlas Fiduciary Services at 603-581-7125 and ask for Michael Knee. Michael works from the Concord, NH office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Atlas Fiduciary Services reports being paid by a percentage of the assets they manage, hourly fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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