A complete list of active advisors currently associated with Klein Wealth Management, LLC

Warmer can help you find a great advisor at Klein Wealth Management, LLC or one who fits your needs even better.

Klein Wealth Management serves individual investors as well as pension plans, trusts, estates, charitable organizations and business entities, providing discretionary investment management and integrated financial planning. According to the firm brochure, it manages roughly $13.6 million of discretionary assets across several dozen accounts and provides ongoing portfolio monitoring, rebalancing, and annual plan updates using MoneyGuide One financial planning software. The firm’s investment approach uses low‑cost indexed funds as the foundation while permitting opportunistic allocations to actively managed mutual funds and ETFs. It combines asset-allocation and modern portfolio theory with business‑cycle tilts and technical analysis to adjust sector and class weightings, implementing reallocations and rebalancing in line with client risk profiles. Noteworthy operational features include a small advisory team operating as a fee‑only practice that does not custody client assets and typically places orders on a per‑account basis rather than aggregating trades. Clients retain proxy‑voting authority and the firm accommodates client‑imposed restrictions and requests to execute trades themselves, reflecting a flexible approach to client control over specific holdings.

To learn more about the advisors currently working at Klein Wealth Management, 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.