Autumn Knutson, CFP^®

Styled Wealth was created with impact-focused people who care about how they affect their larger ecosystems in mind. This impact can be through paid work, volunteering, and includes supporting immediate family and monetary donations. Many clients are involved in healthcare, tech, education, business, and non-profit sectors. Clients seeking an ongoing, collaborative approach to financial planning are typically a great fit for Styled Wealth. We tackle and improve both technical aspects alongside behavioral and mindset shifts needed to achieve the outcomes you are seeking – which takes time to learn and consistently implement. Our work together is a relationship to get and keep you in a thriving, healthy financial state. Styled Wealth only gets paid a flat fee directly by clients. This fee includes investment management. We have no product sales, no commissions/kickbacks, no referral agreements. This way you never have to wonder if something is recommended for a reason other than your best interest. Although we are happy to provide recommendations and warm introductions to partners we trust, we are agnostic to who you work with so long as you get the service that meets your needs. Styled Wealth's founder and lead financial planner is Autumn Knutson - who has over a decade in financial planning experience and several years in education as both a teacher and counselor. Autumn is an investing expert who collaboratively guides people toward confident, informed decisions. She excels in helping people navigate complex financial decisions to align their values and resources in creating their unique vision of a wealthy life. She is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is a former national Financial Planning Association NexGen President, a LifeLoyal Kappa Alpha Theta Alum, and a Junior League Sustainer. Within the umbrella of comprehensive financial planning, Autumn has specific knowledge in supporting people through decisions on equity compensation, business planning and projections, irregular cashflow management, sabbatical planning, and planning toward financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Business Taxes, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Minority Financing, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances