Deborah Klein
Azzad Asset Management · Falls Church, Virginia
Deborah Klein is a fee-only financial advisor at Azzad Asset Management in Falls Church, Virginia, who holds the CFP credential. Deborah charges a percentage of assets (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Physicians
- High earners
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Azzad Asset Management |
|---|---|
| Based in | Falls Church, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.84B across 18,098 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA, WI · CRD 1734220 |
| Exams passed | Series 63 (1989) · Series 65 (2020) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.azzadasset.com |
| Profile |
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Questions about Deborah
Is Deborah Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Deborah holds no broker registration, and Azzad Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Deborah charge for financial advice?
Deborah charges a percentage of assets.
How much does Deborah charge?
According to Azzad Asset Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Deborah work with clients virtually?
Yes. Azzad Asset Management says on its website that it works with clients remotely.
Where is Deborah Klein based?
Deborah Klein is based in Falls Church, Virginia.
What does Deborah specialize in?
Deborah's specialties include retirement planning, tax planning, estate & legacy planning, physicians & residents and small business owners. Deborah works with physicians, high earners, retirees, pre-retirees and multi-generational families.
What credentials does Deborah Klein hold?
Deborah Klein holds the CFP credential.
Is Deborah Klein registered with the SEC?
Yes. Deborah Klein is registered as an investment adviser representative in VA and WI (CRD 1734220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Azzad Asset Management manage?
Azzad Asset Management reports $1.84B across 18,098 accounts in assets under management.
How do I contact Deborah Klein?
Through Deborah's website, www.azzadasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Azzad Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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