Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
68 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$180.9M

Fee Structure

Hourly Rate:Up to $460/hr

Investment supervisory services are charged an annual fee of 1% of assets under management, but this may be lowered at the adviser's discretion. On a case-by-case basis, the annual fee can be charged as a fixed fee, typically ranging from $10,000 to $20,000 annually. Financial planning fees are calculated on an hourly basis at a rate of $460 per hour. Retirement plan services range from 0.35% to 0.80%, depending on the size of the accounts.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

3890 S. Lindbergh Blvd, Suite 200, Sunset Hills, MO, 63127-1391

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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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Other Business Activities

Walter is a staff accountant at Swink Coplen & Company, primarily preparing tax returns and tax projections.

Employment History
Current Registrations
Sfc Financial LLC
February 2025 - Present · 11 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Walter Allen Klein - Financial Advisor | AdvisorDiscover