Gerrin Degroot
MSP Wealth Management · Klamath Falls, Oregon
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.
Request an introduction to Gerrin →
Specialties
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 | $228.5M across 872 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 4817044 |
| Exams passed | Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mspwealth.com |
How Gerrin's firm compares
- MSP Wealth Management's average account is about $262,000, from its Form ADV (assets managed divided by 872 accounts).
Request an introduction to Gerrin
Tell Gerrin a little about what you're looking for. Gerrin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gerrin
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.
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
- MSP Wealth 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.
See something wrong? Request a correction. Read our methodology.