Klaas Financial Asset Advisors, LLC.
Loves Park, IL·SEC-registered · CRD #121399
Klaas Financial Asset Advisors, LLC. is an SEC-registered investment advisory firm in Loves Park, IL managing $758M across 2.7k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$758M
Client accounts
2.7k
Advisory staff
13
Fee model
Fee-based
How Klaas Financial Asset Advisors, LLC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL KLAAS FINANCIAL ASSET ADVISORS, LLC.
See how Klaas compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Klaas Financial Asset Advisors, LLC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Klaas Financial Asset Advisors, LLC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Klaas Financial Asset Advisors, LLC.
How much does Klaas Financial Asset Advisors, LLC. manage?
Per its most recent SEC Form ADV filing (05/06/2026), Klaas Financial Asset Advisors, LLC. reports $758M in regulatory assets under management across roughly 2.7k client accounts.
How does Klaas Financial Asset Advisors, LLC. charge?
Klaas Financial Asset Advisors, LLC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Klaas Financial Asset Advisors, LLC. a fiduciary?
Yes. Klaas Financial Asset Advisors, LLC. is registered with the U.S. Securities and Exchange Commission (CRD #121399), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Klaas Financial Asset Advisors, LLC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Klaas Financial Asset Advisors, LLC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Loves Park, IL
Profile compiled from Klaas Financial Asset Advisors, LLC.'s public SEC Form ADV filing (CRD #121399, filed 05/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Klaas Financial Asset Advisors, LLC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Klaas Financial Asset Advisors, LLC.? Claim this profile.