Autumn Kruse is a CFP-designated registered investment advisor at Kruse Financial Strategy, based in Petaluma, CA, with 13 years of industry experience. Autumn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Each year, clients will be asked to renew their planning engagement, and a new fee for the following year will be determined.
Kruse Financial Strategy charges either an hourly rate of $300 per hour or a fixed fee for a financial plan, typically ranging from $3,500 to $10,000. Fees may be higher or lower based on the complexity of the plan and are negotiable.
Location
720 Southpoint Blvd, Suite 201, Petaluma, CA, 94954
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kruse Financial Strategy
Previous Registrations
First Affirmative Financial Network LLC
Effective Assets
Linda Jacobs
State Registrations1 state
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