Joey Loss
Strivus Wealth Partners · Jacksonville Beach, Florida
Joey Loss is a fee-only financial advisor at Strivus Wealth Partners in Jacksonville Beach, Florida, who holds the CFP, MBA and CFS credentials. Strivus Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Strivus Wealth Partners |
|---|---|
| Based in | Jacksonville Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.1M across 549 accounts |
| Credentials | CFP · MBA · CFS |
| Firm size | 4 employees |
| Website | strivuswealth.com |
| Profile |
How Joey's firm compares
- Strivus Wealth Partners's average account is about $290,000, from its Form ADV (assets managed divided by 549 accounts).
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Questions about Joey
Is Joey Loss a fee-only financial advisor?
Yes. Joey Loss is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).
How does Joey charge for financial advice?
Joey's firm, Strivus Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joey Loss based?
Joey Loss is based in Jacksonville Beach, Florida.
What credentials does Joey Loss hold?
Joey Loss holds the CFP, MBA and CFS credentials.
How much does Strivus Wealth Partners manage?
Strivus Wealth Partners reports $159.1M across 549 accounts in assets under management.
How do I contact Joey Loss?
Through Joey's website, strivuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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