Walter Klein
SFC Financial · Sunset Hills, Missouri
Walter Klein is a fee-only financial advisor at SFC Financial in Sunset Hills, Missouri. Walter focuses on small business owners. SFC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Walter →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | SFC Financial |
|---|---|
| Based in | Sunset Hills, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $208.3M across 251 accounts |
| SEC registration | Investment adviser representative in MO · CRD 8035553 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sfcfin.com |
Request an introduction to Walter
Tell Walter a little about what you're looking for. Walter 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 Walter
Is Walter Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and SFC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walter charge for financial advice?
Walter's firm, SFC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Walter Klein based?
Walter Klein is based in Sunset Hills, Missouri.
What does Walter specialize in?
Walter's specialties include small business owners. Walter works with founders, executives and ultra high net worth.
Is Walter Klein registered with the SEC?
Yes. Walter Klein is registered as an investment adviser representative in MO (CRD 8035553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SFC Financial manage?
SFC Financial reports $208.3M across 251 accounts in assets under management.
How do I contact Walter Klein?
Through Walter's website, www.sfcfin.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
- SFC Financial 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.