Strivent Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“On occasion, Financial Planning is also offered at an hourly rate of $250.00.”

Flat or project fee

$500⁠-⁠$3,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500 - $3,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears at the rate of $333 - $625 per month, depending on complexity and the needs of the client.”

Monthly fee

$333⁠-⁠$625/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Strivent Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Strivent Financial’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 7 other planners in Mission Viejo that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.

About Strivent Financial

• Principal: Kevin Henss
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$29,288,450

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299009

Website

striventfinancial.com (opens in new tab)

Phone

(800) 893-6783

Other planners in Mission Viejo that publish fees

• Bright Wealth Advisors, LLCMission Viejo$400/hr, $1,500⁠-⁠$6,000
• Castle FinancialMission Viejo$500⁠-⁠$3,500
• Di Bello FinancialMission Viejo$400/hr
• Downie Financial GroupMission Viejo$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• Kohr InvestmentsMission Viejo$350/hr, $350⁠-⁠$2,000
• Owens Investment Advisors LLCMission Viejo$250/hr, $2,500

Compare all 11 planners in Mission Viejo