Henry Klausman
Henry Klausman is a registered investment advisor at The Klausman Group, based in Atlanta, GA, with 55 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28 clients with $25M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
For a full written financial plan, fees are normally charged on an hourly rate up to $300 per hour. Klausman may also charge a flat fee up to $2,000 unless agreed upon between the Investment Advisor Representative and the client.
Location
Atlanta, GA
Get directionsHistory
Regulatory History (11)
Customer Dispute
May 2020Customer Dispute
May 2020Customer Dispute
February 2020Customer Dispute
January 2020Customer Dispute
January 2020Customer Dispute
December 2019Customer Dispute
March 2019Customer Dispute
October 2018Customer Dispute
September 2018Customer Dispute
July 2018Regulatory
November 1977Other Business ActivitiesSells Insurance
Henry is a proprietor involved in tax and accounting work, dedicating a few hours per week. He also has an insurance appointment with multiple carriers, spending a few hours per week on sales and servicing of insurance.
Employment History
Current Registrations
The Klausman Group
Previous Registrations
Triad Advisors, INC.
Triad Advisors, INC.Broker
Peachtree Capital Tax and Advisory, LLC
Peachtree Capital CorporationBroker
Triad Advisors, INC.Broker
Caye & CO., Securities BrokerageBroker
Investech Capital CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Planvest Capital CorporationBroker
Sbl Planning, INC.Broker
Security Distributors, INC.Broker
Pilot Financial Services, INC.Broker
Fsc Securities CorporationBroker
Weinrich, Zitzmann & Whitehead, INC.Broker
Eti Investment CorporationBroker
Cg Equity Sales CompanyBroker
Shainker and CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.