# Gerrin Degroot

> Gerrin Degroot is a fee-only financial advisor at MSP Wealth Management in Klamath Falls, Oregon. Gerrin focuses on retirement planning, estate & legacy planning and tax planning. MSP Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gerrin-degroot/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MSP Wealth Management
- **Based in:** Klamath Falls, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $228.5M across 872 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4817044 (https://adviserinfo.sec.gov/individual/summary/4817044)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.mspwealth.com/

## Frequently asked questions

### Is Gerrin Degroot a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerrin holds no broker registration, and MSP Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gerrin charge for financial advice?

Gerrin's firm, MSP Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gerrin Degroot based?

Gerrin Degroot is based in Klamath Falls, Oregon.

### What does Gerrin specialize in?

Gerrin's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Gerrin Degroot registered with the SEC?

Yes. Gerrin Degroot is registered as an investment adviser representative in OR and TX (CRD 4817044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MSP Wealth Management manage?

MSP Wealth Management reports $228.5M across 872 accounts in assets under management.

### How do I contact Gerrin Degroot?

Through Gerrin's website, www.mspwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4817044): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mspwealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.