PlannerFees

Klaas Financial Asset Advisors, LLC. fees and pricing

Financial planner in Loves Park, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 6, 2026, Klaas Financial Asset Advisors, LLC. charges $300 an hour and a monthly fee of $75⁠-⁠$275 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“In the event of early termination, you will be invoiced for fees in an amount equal to the hourly rate of $300 times the number of hours of work that has been completed up to and including the date of termination, not to exceed the fixed fee.”
Monthly fee
$75⁠-⁠$275/mo
“Klaas 360 Financial Planning and Consulting Fees Comprehensive Financial Planning Services Fees For Comprehensive Financial Planning Services, we charge a Program Fee of $275 per month for up to $1,500,000 of Investable Assets, plus $75 per month for each $500,000 above $1,500,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Klaas Financial Asset Advisors, LLC. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are payable monthly in arrears and begin accruing with the first full month following the Initial Fee payment.”
  • “Upon termination, Monthly Program Fees are not prorated.”
  • “Because fees are paid in arrears, no refunds are given upon termination.”

How Klaas Financial Asset Advisors, LLC.’s fees compare

  • Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.

About Klaas Financial Asset Advisors, LLC.

“Klaas Investment Portfolios (KIP) is the brand name under which we offer discretionary portfolio management services and financial planning through the KIP Wrap Fee Program on a wrap-fee basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 15 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
1,015
Employees
15
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
Assets managed
$758,100,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
121399
Website
x.com/klaasfinancial (opens in new tab)
Phone
(815) 877-8440

Can advise clients in 16 states: Arizona, Colorado, Florida, Iowa, Illinois, Indiana, Maryland, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Mexico, Tennessee, Texas, Wisconsin

Other planners in Loves Park that publish fees

Compare all 526 planners in Illinois

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