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Strivent Financial

Updated today

Client AUM

$26,433,110

Clients

33

Advisors

1

of 1 employees

About

Strivent Financial provides investment management and a range of financial planning services to individual and high-net-worth clients and also advises employer-sponsored retirement plans. The firm offers ongoing portfolio management, comprehensive and project-based financial planning, hourly consultations, and employee benefit plan services.

The firm’s investment approach emphasizes passive portfolio construction using index mutual funds and ETFs, supplemented by fundamental analysis and client-specific investment policy statements. Individual accounts are typically managed on a discretionary basis and the firm bundles planning with management (including certain held-away assets), while retirement plan work is performed on a non-discretionary advisory basis.

Compared with many solo independent advisers, Strivent accepts pension and profit-sharing plan clients and provides pension consulting, charging plan-level fees (up to 0.70% of plan assets billed quarterly in advance) and advising on plan structure and participant education. The firm also offers educational seminars and public speaking engagements—sometimes pro-bono or fee-based—an activity that is uncommon among peers of its size.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

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Fee options

Fixed

Financial Planning Fixed Fee: $500 - $7,500 depending on complexity

Percentage

$0 - $500,000: Included in the Comprehensive Financial Planning fee $500,001 - $1,000,000: 1.00% - 1.50% (Based on complexity) $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Project-based

$250 per hour for Financial Planning

Subscriptions

Comprehensive Financial Planning ongoing fee: $333 - $625 per month

Other

Fee-only: Comprehensive Financial Planning: Upfront $500 - $3,000 plus ongoing $333 - $625 per month; Financial Planning Fixed Fee (Project Based): $500 - $7,500; Financial Planning Hourly Fee: $250/hour

Main office

Mission Viejo CA

Advisors at this office

1

Most active in

California

Also doing business as

Strivent Financial · Strivent Financial, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Kevin H

CFP®

Mission Viejo, CA

Strivent Financial

Strivent Financial provides 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. Meet in-person or virtually. Visit www.striventfinancial.com or call (800) 893-6783. Services include: • General Financial Planning – Cash flow, spending plan, saving strategies • Investment Management – Portfolio review, asset allocation, withdrawal strategies • Tax Planning – Tax mitigation strategies, Roth conversion strategies, employer benefits • Insurance Planning – Review of existing policies, auto, homeowner’s, health, disability, life, long term care • Retirement Planning – Retirement goal setting, retirement income analysis, social security, Medicare • Estate Planning – Create estate planning roadmap, wills, trusts, power of attorney • Assistance to Loved Ones – Gifting, education planning, 529 plans, caring for elderly • Special Services – Loss of spouse services, divorce services Kevin Henss is a Certified Financial Planner™ (CFP®) professional. He is the president and founder of Strivent Financial in Mission Viejo, CA. Kevin has been providing comprehensive financial planning advice for over twelve years. He is an avid speaker and presenter of financial planning concepts having presented to hundreds of financial advisors at the Financial Planning Association in Orange County and Santa Barbara chapters. Kevin served on the board of the Financial Planning Association in Orange County (FPA-OC) as the Director of Communications and was voted “Volunteer of the Year” in 2011 for his successful achievements and contributions. He continues to volunteer and is currently the leader of the FPA-OC’s Internship Program where he connects aspiring financial planners with host financial planning firms. Kevin resides in Ladera Ranch, California with his wife, Lauren, two daughters, Cadence and Haley.

Wealth management General retirement planning General tax planning Baby Boomers (Born 1946-1964)
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