KS
ChFC
KS
ChFC

Kristopher Stralen

9 Years of Experience
Orinda, CA

Kristopher Stralen is a ChFC-designated registered investment advisor at Evidencial Financial Consulting, based in Orinda, CA, with 9 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$16.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Asset management fees may be negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Orinda, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Evidencial Financial Consulting
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Vr Advisors, LLC
November 2017 - July 2019 · 1 yr 8 mos
Creekside Partners Financial Advisers LLC
January 2017 - November 2017 · 10 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.