A complete list of active advisors currently associated with Klaas Financial Asset Advisors, LLC.

Warmer can help you find a great advisor at Klaas Financial Asset Advisors, LLC. or one who fits your needs even better.

Klaas Financial Asset Advisors provides discretionary portfolio management through its Klaas Investment Portfolios (KIP) wrap-fee program, ongoing and project-based financial planning via Klaas 360 (including access to a web-based Klaas Portal), retirement-plan services under its Klaas 401K offering, non‑discretionary investment consulting for brokerage customers, and tax preparation services. The firm serves individual clients (including high‑net‑worth households), small businesses and plan sponsors, and reports approximately $758 million in assets under management across roughly 1,015 clients and 15 advisors. The firm’s investment approach emphasizes diversified, long‑term asset allocation and discretionary management within the KIP program, while financial planning engagements can be ongoing (Comprehensive Financial Planning) or project‑based and include annual reviews and periodic updates. For retirement plans Klaas can act as either a non‑discretionary 3(21) fiduciary or a discretionary 3(38) investment manager, and it coordinates implementation and reporting through vendor relationships described in its ADV. Compared with many multi‑team peers, Klaas discloses several uncommon marketing and client‑communication practices in its ADV: it publishes periodicals/newsletters, provides hypothetical performance illustrations in marketing materials, and uses client testimonials—each noted as relatively rare among firms of this type. The brochure also highlights operational features that distinguish the firm, such as its explicit no‑commission compensation policy, a referral network of third‑party professionals (Klaas Professional Network), a Mutual Securities consulting arrangement for brokerage customers, and a stated preference for recommending certain custodians (with related economic benefits disclosed).

To learn more about the advisors currently working at Klaas Financial Asset Advisors, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.