KLAAS FINANCIAL ASSET ADVISORS, LLC.

RIASEC RegisteredEst. 2014

Total AUM

$758M

Discretionary

$758M

100% of AUM

Avg account

$282K

Accounts

2,687

Employees

Advisory reps

Firm details

Headquarters: LOVES PARK, Illinois
CRD number: 121399
Registered since: April 9, 2014
Website: klaasfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI51.64%
Individuals48.2%
Corporations / Businesses0.15%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Klaas Financial Asset Advisors, LLC is an independent, SEC-registered registered investment adviser that began reporting in 2014 and is structured as a limited liability company owned by an individual. The firm serves individual and family clients and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, periodic publications, and educational seminars/workshops. Its fee arrangements include percentage-of-AUM billing along with hourly, fixed-fee, and other fee options. The firm does not identify as an active ESG investor. Klaas Financial positions itself toward traditional wealth-management relationships rather than as a multistate institutional consultant; it lists a mix of ongoing portfolio management and advisory services alongside educational outreach and published content. The firm was recognized by FA Magazine in 2020 as a Top RIA Firm.