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

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

Klimax Wealth Management, LLC is an independent, single-advisor registered investment adviser that serves individuals, high net worth clients, trusts, charitable organizations and pension/401(k) plans. The firm offers financial planning and consulting services alongside non-discretionary investment management, generally allocating client assets among mutual funds, exchange-traded funds and individual stocks. The firm provides advice on a primarily non-discretionary, fee-only basis, meaning clients retain final implementation authority while Klimax Wealth makes recommendations and conducts ongoing oversight. Portfolio analysis and monitoring use Morningstar Report Studio, and clients receive regular account reviews plus quarterly reports summarizing activity and performance. What is distinctive for a solo independent adviser is Klimax Wealth’s active work with pension and 401(k) plan clients and its provision of plan-level consulting in addition to individual portfolio management. The firm also does not custody client assets or vote client proxies and reports no outside business affiliations, reflecting a compact advisory-only operating model.

To learn more about the advisors currently working at Klimax 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.

Name	Location	Years of experience
Keun Soo Kim	Metuchen, NJ	24

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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