# Henry Klausman

> Henry Klausman is a fee-only financial advisor at The Klausman Group in Atlanta, Georgia. The Klausman Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/henry-klausman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Klausman Group
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $24.7M across 33 accounts
- **CRD:** 271217 (https://adviserinfo.sec.gov/individual/summary/271217)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1995)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Henry Klausman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Henry holds no broker registration, and The Klausman Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Henry charge for financial advice?

Henry's firm, The Klausman Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Henry Klausman based?

Henry Klausman is based in Atlanta, Georgia.

### Is Henry Klausman registered with the SEC?

Yes. Henry Klausman is registered as an investment adviser representative in GA (CRD 271217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does The Klausman Group manage?

The Klausman Group reports $24.7M across 33 accounts in assets under management.

### How do I contact Henry Klausman?

Contact details aren't on file yet. Search for The Klausman Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/271217): 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

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