Kenneth Gross
Strategic Financial · Thousand Oaks, California
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.
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Facts
| Firm | Strategic Financial |
|---|---|
| Based in | Thousand Oaks, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $73.4M across 141 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2394792 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kenneth's firm compares
- Strategic Financial's average account is about $520,000, from its Form ADV (assets managed divided by 141 accounts).
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Questions about Kenneth
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Thousand Oaks
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
- 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.
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