MSP Wealth Management, LLC logo

MSP Wealth Management, LLC

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Client assets under management

$212,165,501

Clients

414

14% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

104

Very High

Average account size

$512,477

About

MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals (including high-net-worth clients), trusts, partnerships, corporations, and other business entities. The firm provides ongoing portfolio management primarily through its MSP Wrap Fee Program, and also offers financial planning and consulting on either an annual-retainer or one-time basis, plus TPMM selection and advice across equities, mutual funds, ETFs, fixed income, and variable products.

MSP emphasizes customized, fiduciary advice tailored to each client’s investment profile, with most accounts managed on a discretionary basis pursuant to written investment policy statements. The firm’s process blends asset-allocation, fundamental and technical analysis, mutual fund/TPMM due diligence, and both long- and short-term trading strategies; accounts are generally reviewed quarterly and financial plans are updated at least annually for retainer clients.

MSP is distinctive among similar team firms in that it sponsors and portfolio-manages its own bundled wrap-fee program and does not offer an unbundled portfolio-management alternative, and it routinely deducts wrap fees directly from custodial accounts. The firm also has an affiliation with Molatore & Co. LLP (an accounting and tax advisory firm) and commonly cross-refers clients between the entities; MSP discloses this arrangement as a potential conflict of interest and notes clients are not required to use the affiliate’s services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Charitable giving & philanthropy

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Fee options

Fixed

Typically ranging from $1,500 to $5,000 for financial planning and consulting services

Commissions

Certain associated persons licensed to sell insurance may receive commissions from insurance products sold to clients, separate from MSP advisory fees

Project-based

Typically ranging from $150 to $250 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees typically ranging from $150 to $250 per hour; Fixed fees typically ranging from $1,500 to $5,000 for financial planning and consulting services

Main office location

MSP Wealth Management, LLC

824 Pine Street

Klamath Falls OR 97601, United States

Number of offices

2

Most active in

Arizona · California · Idaho · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Gerrin D

Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Gerrin Degroot is a financial advisor at MSP Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and 1st Global Advisors. Degroot is also a CPA at Molatore & Co. LLP, a firm he has been associated with since 1993, and serves as a trustee and co-conservator in private capacities. MSP Wealth Management advises individuals, trusts, partnerships, and corporations, managing approximately 400 clients through a six-advisor team. The firm offers fiduciary investment advice with both discretionary and non-discretionary arrangements, primarily utilizing its MSP Wrap Fee Program for portfolio management and customized financial planning services.

Wealth management Charitable giving & philanthropy
user avatar

Terrence S

Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Terrence Scroggin is a financial advisor at MSP Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Capital Corp. He is also involved as a board member of KB Brewing, Inc., a local restaurant and brewery. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, providing portfolio management, financial planning, and referrals for accounting and tax services. The firm offers customized fiduciary investment advice, typically implementing client strategies via its MSP Wrap Fee Program, and maintains an affiliation with the accounting firm Molatore & Co. LLP.

Wealth management Charitable giving & philanthropy
user avatar

Autumn A

Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Autumn Armbruster is a financial advisor at MSP Wealth Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at MSP Wealth Management since 2020, with prior roles at Avantax Investment Services, Inc., Avantax Advisory Services, and 1 St Global Advisors, Inc. MSP Wealth Management serves approximately 400 clients through a six-advisor team, providing customized fiduciary investment advice primarily via its MSP Wrap Fee Program. The firm offers portfolio management, financial planning, and related accounting and tax service referrals, employing a range of strategies tailored to client objectives.

Wealth management Charitable giving & philanthropy
user avatar

Quinn J

Series 63, Series 66

Klamath Falls, OR

MSP Wealth Management, LLC

Quinn Jackson is a financial advisor at MSP Wealth Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, Jackson is a pastor at Disciples Church and provides corporate speaking, training, and coaching on leadership and communication. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, offering fiduciary investment advice primarily via its MSP Wrap Fee Program. The firm employs asset allocation, fundamental and technical analysis, and third-party manager selection to tailor investment strategies to client objectives.

Wealth management Charitable giving & philanthropy
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