# Kenneth Gross

> Kenneth Gross is a fee-only financial advisor at Strategic Financial in Thousand Oaks, California, who holds the CFP credential. Strategic Financial reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kenneth-gross/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Strategic Financial
- **Based in:** Thousand Oaks, California
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $73.4M across 141 accounts
- **Credentials:** CFP
- **CRD:** 2394792 (https://adviserinfo.sec.gov/individual/summary/2394792)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Kenneth Gross a fee-only financial advisor?

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

### How does Kenneth charge for financial advice?

Kenneth's firm, Strategic Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Kenneth Gross based?

Kenneth Gross is based in Thousand Oaks, California.

### What credentials does Kenneth Gross hold?

Kenneth Gross holds the CFP credential.

### Is Kenneth Gross registered with the SEC?

Yes. Kenneth Gross is registered as an investment adviser representative in CA and TX (CRD 2394792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strategic Financial manage?

Strategic Financial reports $73.4M across 141 accounts in assets under management.

### How do I contact Kenneth Gross?

Contact details aren't on file yet. Search for Strategic Financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2394792): 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

---

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