Kevin Henss
Strivent Financial · Mission Viejo, California
Kevin Henss is a fee-only financial advisor at Strivent Financial in Mission Viejo, California, who holds the CFP credential. Strivent Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Strivent Financial |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.3M across 152 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6305455 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kevin's firm compares
- Strivent Financial's average account is about $193,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about Kevin
Is Kevin Henss a fee-only financial advisor?
Yes. Kevin Henss is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin's firm, Strivent Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Henss based?
Kevin Henss is based in Mission Viejo, California.
What credentials does Kevin Henss hold?
Kevin Henss holds the CFP credential.
Is Kevin Henss registered with the SEC?
Yes. Kevin Henss is registered as an investment adviser representative in CA (CRD 6305455), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Strivent Financial manage?
Strivent Financial reports $29.3M across 152 accounts in assets under management.
How do I contact Kevin Henss?
Contact details aren't on file yet. Search for Strivent Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mission Viejo
Where this information comes from
- 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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