Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
971 clients
Average Client Portfolio
$651K average
Assets Under Management
$632.1M

Fee Structure

Minimum Investment:None
Financial Plan Fee:From $1,650
Hourly Rate:Up to $300/hr

Klaas 360 Comprehensive Financial Planning Services have an initial fee and a monthly program fee based on investable assets. For example, up to $1,500,000 of investable assets, the monthly fee is $275 and the initial fee is $1,650. For Project-Based Financial Consulting Services, they charge a fixed fee or $300/hour. Fees for Klaas 401K retirement plan consulting services may be based on a percentage of assets under advisement (0.05% to 1.0%) or may be a fixed fee.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

5951 McKee Road, Suite 200, Fitchburg, WI, 53719

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
January 2024 - Present · 2 yrs
Previous Registrations
Woodbury Financial Services, INC.Broker
April 2023 - October 2023 · 6 mos
Woodbury Financial Services, INC.
February 2023 - October 2023 · 8 mos
MD Financial / Vestment Financial
January 2022 - February 2023 · 1 yr 1 mo
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.