Find a Financial Advisor in Klamath Falls, OR

 

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We did the hard work of finding trustworthy partners in Klamath Falls, OR.

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We Only Work With The Best Klamath Falls Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Klamath Falls, OR


  • Financial Advisor Close to Klamath Falls, OR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Klamath Falls, OR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Klamath Falls, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Klamath Falls financial advisors.
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How Retirement-Friendly is Klamath Falls, OR?

  • Population: 21,335
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $161,700
  • Average Monthly Housing Cost: $795
  • Average Household Income: $55,990
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)



The Top Financial Advisor Firms in Klamath Falls, OR

 

MSP WEALTH MANAGEMENT, LLC

Website

(541) 884-4164

824 Pine Street

Klamath Falls, OR 97601

SEC#: 801-117846
Years in Business: 1 years

 


Klamath Falls, OR Financial Advisor FAQs

Financial advisors help clients make decisions about investments, taxes, insurance, and retirement.
Anybody who has individual financial wealth should have a professional advisor even if they plan to do everything on their own. The advisor will be able to guide you through important decisions and keep your personal finances from overreaching certain investments.
When choosing a financial advisor, choose one who is both knowledgeable about finance and also trustworthy.
A financial advisor may be compensated in a few different ways. Like a percentage of total assets under management (AUM), for advising on specific activity such as the placement of capital for investment, and or selling certain products such as insurance or mutual funds.