Henry Klausman
The Klausman Group · Atlanta, Georgia
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.
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Facts
| Firm | The Klausman Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $24.7M across 33 accounts |
| SEC registration | Investment adviser representative in GA · CRD 271217 |
| Exams passed | Series 63 (1995) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Henry's firm compares
- The Klausman Group's average account is about $750,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Henry
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.
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
- 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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