Kevin Henss is a CFP-designated registered investment advisor at Strivent Financial, based in Mission Viejo, CA, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Gen X, High Net Worth, Investment Management, and 3 more. Their firm serves 32 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Management of assets up to $500,000 are included in the Comprehensive Financial Planning fee. The fee will typically be 1% unless there is added complexity. For example, the fee may be 1.25-1.50% for additional planning needed for investment properties, business owners, or special needs trusts, etc.
Fee Estimator
Contact
Kevin Henss
Location
Mission Viejo, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Strivent Financial
Previous Registrations
Strivent Financial
Inspired Financial
State Registrations1 state
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
Additional Information
Strivent Financial is honored to provide fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you.