Kirby Kleinsmith is a CFP, ChFC-designated registered investment advisor at Kleinsmith Resource Management, LLC, based in Bend, OR, with 20 years of industry experience. Kirby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 33 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee is for Investment Supervisory Services. Fees are negotiable.
Fee Estimator
Location
Bend, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kirby works as a ski instructor at Mt. Bachelor Ski Resort. This activity is not investment-related.
Employment History
Current Registrations
Kleinsmith Resource Management, LLC
Previous Registrations
Valentine Ventures, LLC
Irwin Investments, LLC
Transamerica Financial Advisors, INC.
Metlife Securities INC.
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.