Klaas Financial Asset Advisors, LLC.
Assets Under Management
$632.1M
Number of Clients
971
Number of Advisors
14
Average Client AUM
$651K
AUM per Advisor
$45.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Klaas Financial Asset Advisors provides discretionary portfolio management (KIP), financial planning and consulting (Klaas 360), non-discretionary advisory services, and retirement plan services (Klaas 401K). They develop tailored financial plans and offer ongoing monitoring for comprehensive planning clients.
Fee Structure
Minimum Investment:None
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
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Location
4707 Perry Ridge Lane, Loves Park, IL, 61111
