Klaas Financial Asset Advisors, Llc.
- Regulatory AUM
- $758M
- Discretionary
- $758M
- Clients
- 1,015
- Avg AUM / client
- $747K
- Accounts
- 2,687
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 812 | $365M | 48.2% |
| High net worth individuals | 203 | $392M | 51.6% |
| Charitable organizations | Fewer than 5 clients | $100K | 0.01% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 0.15% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rainbow Hospice Care 401(k) Plan Rainbow Hospice Care, Inc. | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Jared Klaas | President, Member | Mar 2007 (19y) | 25% – 50% | |
| Wernsing Cuevas, Maleeah, Lonna | Ceo, Member | Jan 2014 (13y) | 25% – 50% | |
| Kyle A Kite | Cfo, Member | CFP | Jul 2014 (12y) | 10% – 25% |
| Mowers, Stephanie, Renee | Coo | Feb 2017 (10y) | Less than 5% | |
| Rhodes, Rita, Bardell | Chief Compliance Officer | Jun 2017 (9y) | Less than 5% | |
| Joshua Eric Stirling | Director Of Portfolio Management, Member | CFA | Jan 2018 (9y) | Less than 5% |
| Eric James Schwartz | Member | CFP | Dec 2020 (6y) | Less than 5% |
| Nathan Thomas Winslow | Registered representative | Apr 2020 (6y) | ||
| Alyssa M Thom | Registered representative | Jul 2020 (6y) | ||
| Nathan Andrew Breiby | Registered representative | CFP | Nov 2020 (6y) | |
| Forrest Elmer Ross | Registered representative | CFP Chartered Financial Consultant | May 2022 (4y) | |
| Michael James Schlimgen | Registered representative | CFP | Nov 2022 (4y) | |
| Eric Scott Schmitz | Registered representative | CFP | Jan 2024 (3y) | |
| Rachael Clara Herold Plakut | Registered representative | May 2024 (2y) | ||
| Dylan Noah Henderson | Registered representative | Apr 2025 (1y) | ||
| Liane Victoria Warcup | Registered representative | CFP | Oct 2025 (1y) | |
| Morgan Brittni Tegeler | Registered representative | Oct 2025 (1y) | ||
| Aaron Eugene Schueller | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rainbow Hospice Care 401(k) Plan | Rainbow Hospice Care, Inc. | 114 | $6.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • INSTITUTIONAL CONSULTING FEES; TAX SERVICE FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $758M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗