A complete list of active advisors currently associated with Kruse Financial Strategy
Warmer can help you find a great advisor at Kruse Financial Strategy or one who fits your needs even better.
Kruse Financial Strategy provides fee-only, personalized and confidential financial planning services for individuals, families, and small businesses. Although the ADV lists those client types, the firm does not serve individual (non–high‑net‑worth) retail clients, a client mix that differs from many independent peers. The firm delivers comprehensive and limited‑scope planning on a fixed‑ or hourly‑fee basis and does not manage client assets or take custody of funds. When clients request investment guidance, recommendations are generally limited to mutual funds, ETFs, bond funds and CDs—often with a strong emphasis on socially responsible investing—and implementation support may be provided for up to one year without additional charge. Notable distinctions include its strict fee‑only approach that excludes percentage‑of‑assets fees and any commission or third‑party compensation, and its explicit omission of portfolio management services for individuals. The practice also limits specific security selection to pooled vehicles and refers clients to third‑party managers for stock, bond or options strategies, reflecting a planning‑centric, CFP‑led advisory model.
To learn more about the advisors currently working at Kruse Financial Strategy, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Petaluma, CA
| 14
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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