Kenneth Gross is a CFP-designated registered investment advisor at Strategic Financial, based in Thousand Oaks, CA, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Financial provides investment recommendations as part of their comprehensive financial services. The fee for these services is a negotiated fixed fee, not exceeding 2% of the assets they manage on your behalf. This fee is billed in three installments every four months.
Contact
Kenneth Gross
Location
One Boardwalk Avenue, Suite 103, Thousand Oaks, CA, 91360
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth provides tax preparation services through Strategic Financial, where he is the President. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Strategic Financial
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Financial Peace of Mind…why not?