Autumn Knutson, CFP®
Financial planning and investment management for impact-driven people.
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Serving Clients Nationwide
Financial planning and investment management for impact-driven people.
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Inherited Wealth
- Owning a Business
- Retiring Early (F.I.R.E)
About Autumn Knutson, CFP®
With nearly a decade in financial planning and several years in education as both a teacher and counselor, Autumn Knutson collaboratively guides people toward confident, informed decisions. She serves as CEO and Lead Financial Planner at her firm, Styled Wealth, where she helps people navigating complex financial decisions align their values and resources to create their unique vision of a wealthy life. She is a 5x Investopedia Top 100 Advisor and listed on Financial Advisor's 2023 10 Young Advisors to Watch. She serves as a Forbes Advisor Investing Advisory Board member and is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News, and Fortune. Autumn currently serves as the chair of her local Teach For America Alumni Board and is an active member of Junior League. She is a former Financial Planning Association NexGen President, and attributes much of her professional opportunities to her involvement in that community.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 towards financial independence (FIRE). Her background as a high school counselor also allowed her for deep experience with college planning, advanced student loan strategies, and even FAFSA & CSS knowledge. People who have multivariable considerations and priorities tend to appreciate Autumn's clear, chronological and timebound steps toward achieving optimal outcomes, as defined by the client themselves.
Autumn's personal life undoubtedly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. Her personal background allows her to relate to people who find personal finance mystifying and is especially sensitive to helping empower people toward a productive relationship with their personal finances. Much of her academic and professional knowledge came through mentors, luck, and a try, try again attitude. Autumn is a wife and mother to two young children, who gift her opportunities to become a better person and communicator each day.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Association of African American Financial Advisors (AAAA)
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
Tulsa, OK 74037
Meeting Options
- Video Conference
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory call. This is a chance for us to speak live via Zoom and get to know one another. No need to prepare any documents for this meeting - we will talk mostly about what you are looking for, services we provide, and how we may be able to work together moving forward! I look forward to speaking with you.Offers Investment Management
Yes
About Styled Wealth
I founded Styled Wealth to provide trustworthy advice to impact-driven people navigating complex financial decisions.As a former teacher and counselor, I provide a collaborative, guided approach to financial planning. We take time to discuss tradeoffs, implications, and project scenarios so that when you do make decisions, they are both informed and confident. You define your wealthy life; I help you actualize it.
Styled Wealth specializes in working with people whose wealthy life is driven by the impact they make - in their families, their work, their communities, and their legacy. I help people intentionally align their resources and values to magnify their impact.
At Styled Wealth, we discuss your vision of what wealth looks like in these areas. We then make a plan toward enjoying and building these aspects of your wealth, both now and in the future.
✔️ We start by discussing your values, motivations, and beliefs.
✔️ This informs all the work we do, from investing, to insurance, to philanthropy.
✔️ We will collaboratively navigate the financial opportunities available to you that best align to your values.
✔️ You now have a trusted partner to bring your dreams to an organized plan.
Click the 'Contact Me' or 'Book Intro Call' button above to contact me directly. I look forward to learning more about you!
Education
Whitman College, Bachelor of Arts (B.A.), Psychology
Hobbies and Interests
- Board Games
- Dancing
- Eating Out
- Exercising
- Family
- Hiking
- Photography
- Rock Climbing
- Swimming
- Volunteering
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- BIPOC
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen Y / Millennials
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Parents
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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