Kirby Kleinsmith
Kleinsmith Resource Management · Bend, Oregon
Kirby Kleinsmith is a fee-only financial advisor at Kleinsmith Resource Management in Bend, Oregon, who holds the CFP and ChFC credentials. Kleinsmith Resource Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kleinsmith Resource Management |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.3M across 37 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in OR · CRD 4131458 |
| Exams passed | Series 63 (2000) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kleinsmithresource.com |
How Kirby's firm compares
- Kleinsmith Resource Management's average account is about $225,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Kirby
Is Kirby Kleinsmith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirby holds no broker registration, and Kleinsmith Resource Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kirby charge for financial advice?
Kirby's firm, Kleinsmith Resource Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kirby Kleinsmith based?
Kirby Kleinsmith is based in Bend, Oregon.
What credentials does Kirby Kleinsmith hold?
Kirby Kleinsmith holds the CFP and ChFC credentials.
Is Kirby Kleinsmith registered with the SEC?
Yes. Kirby Kleinsmith is registered as an investment adviser representative in OR (CRD 4131458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kleinsmith Resource Management manage?
Kleinsmith Resource Management reports $8.3M across 37 accounts in assets under management.
How do I contact Kirby Kleinsmith?
Through Kirby's website, kleinsmithresource.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
- 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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