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Austin Klarin

9 Years of Experience
Overland Park, KS
4 Disclosures

Austin Klarin is a registered investment advisor at Kedrec LLC, based in Overland Park, KS, with 9 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 69 clients with $34M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
69 clients
Average Client Portfolio
$492K average
Assets Under Management
$33.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Actively managed accounts are subject to an additional fee of up to 1.50% of assets under management. Passive advisory services do not charge asset-based fees, operating instead on monthly subscription tiers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9393 W 110th St, Suite 100, Overland Park, KS, 66210

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History

Regulatory History (4)
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Financial
July 2023
Final
Financial
June 2023
Final
Financial
May 2023
Final
Financial
March 2023
Final
Employment History
Current Registrations
Kedrec LLC
September 2026 - Present · 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2016 - August 2026 · 9 yrs 11 mos
State Registrations1 state
KS
Advisor

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.

Exams
No exam information available for this advisor.
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