# Heidi Strauss

> Heidi Strauss is a fee-only financial advisor at Strauss Financial Group in Hoover, Alabama. Heidi focuses on retirement planning. Strauss Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/heidi-strauss/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Strauss Financial Group
- **Based in:** Hoover, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $276M across 800 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, High earners
- **CRD:** 1257403 (https://adviserinfo.sec.gov/individual/summary/1257403)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 63 (1984), Series 66 (2002)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.straussfinancial.com

## Frequently asked questions

### Is Heidi Strauss a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Heidi holds no broker registration, and Strauss Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Heidi charge for financial advice?

Heidi's firm, Strauss Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Heidi Strauss based?

Heidi Strauss is based in Hoover, Alabama.

### What does Heidi specialize in?

Heidi's specialties include retirement planning. Heidi works with pre-retirees and high earners.

### Is Heidi Strauss registered with the SEC?

Yes. Heidi Strauss is registered as an investment adviser representative in AL (CRD 1257403), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strauss Financial Group manage?

Strauss Financial Group reports $276M across 800 accounts in assets under management.

### How do I contact Heidi Strauss?

Through Heidi's website, www.straussfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1257403): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.straussfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.