# Robert Klefsaas

> Robert Klefsaas is a fee-only financial advisor at All Star Financial in Minneapolis, Minnesota, who holds the CFP credential. Robert focuses on retirement planning, estate & legacy planning and tax planning. All Star Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** All Star Financial
- **Based in:** Minneapolis, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $881.7M across 1,839 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Physicians & residents, Small business owners
- **Works with:** Executives, Physicians, Ultra high net worth, Multi-generational families
- **CRD:** 1228990 (https://adviserinfo.sec.gov/individual/summary/1228990)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (1984), Series 65 (1996)
- **Firm size:** 14 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.allstarfinancial.com

## Frequently asked questions

### Is Robert Klefsaas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and All Star Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, All Star Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Robert work with clients virtually?

Yes. All Star Financial says on its website that it works with clients remotely.

### Where is Robert Klefsaas based?

Robert Klefsaas is based in Minneapolis, Minnesota.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents and small business owners. Robert works with executives, physicians, ultra high net worth and multi-generational families.

### What credentials does Robert Klefsaas hold?

Robert Klefsaas holds the CFP credential.

### Is Robert Klefsaas registered with the SEC?

Yes. Robert Klefsaas is registered as an investment adviser representative in MN and TX (CRD 1228990), 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 All Star Financial manage?

All Star Financial reports $881.7M across 1,839 accounts in assets under management.

### How do I contact Robert Klefsaas?

Through Robert's website, www.allstarfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1228990): 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.sequoia-financial.com/allstarfinancial/): specialties, clients served, and fees, checked October 30, 2026

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