Heidi Strauss
Strauss Financial Group · Hoover, Alabama
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.
Request an introduction to Heidi →
Specialties
Who they serve
- Pre-retirees
- High earners
Facts
| Firm | Strauss Financial Group |
|---|---|
| Based in | Hoover, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $276M across 800 accounts |
| SEC registration | Investment adviser representative in AL · CRD 1257403 |
| Exams passed | Series 63 (1984) · Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.straussfinancial.com |
Request an introduction to Heidi
Tell Heidi a little about what you're looking for. Heidi isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Heidi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Strauss Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.