Advisor at Wealthmark Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealthmark Advisory Group, LLC
Location
San Clemente, CA
Credentials
Series 63, Series 65
Industry experience
33 years
Fixed fee projects ranging from $1,500 to $3,000
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.45% to 0.80% (varies by schedule) $3,000,000 - $5,000,000: 0.40% to 0.60% (varies by schedule) $5,000,000 - $6,000,000: 0.25% to 0.40% (varies by schedule) $6,000,000+: 0.25% $1,000,000 - $2,500,000: 0.45% $2,500,000 - $5,000,000: 0.30% to 0.35% $5,000,000 - $10,000,000: 0.25% to 0.30%
$175 per hour for financial planning services
Fee-only: Financial planning at $175/hour, fixed fees from $1,500 to $3,000 depending on scope
San Clemente, CA
California · Texas
Wealthmark Advisory Group
2013 - Present (13 years)
Wealthmark Financial & Insurance Services, Inc
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Mission Viejo, CA
Strivent Financial
Strivent Financial provides fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you. Meet in-person or virtually. Visit www.striventfinancial.com or call (800) 893-6783. Services include: • General Financial Planning – Cash flow, spending plan, saving strategies • Investment Management – Portfolio review, asset allocation, withdrawal strategies • Tax Planning – Tax mitigation strategies, Roth conversion strategies, employer benefits • Insurance Planning – Review of existing policies, auto, homeowner’s, health, disability, life, long term care • Retirement Planning – Retirement goal setting, retirement income analysis, social security, Medicare • Estate Planning – Create estate planning roadmap, wills, trusts, power of attorney • Assistance to Loved Ones – Gifting, education planning, 529 plans, caring for elderly • Special Services – Loss of spouse services, divorce services Kevin Henss is a Certified Financial Planner™ (CFP®) professional. He is the president and founder of Strivent Financial in Mission Viejo, CA. Kevin has been providing comprehensive financial planning advice for over twelve years. He is an avid speaker and presenter of financial planning concepts having presented to hundreds of financial advisors at the Financial Planning Association in Orange County and Santa Barbara chapters. Kevin served on the board of the Financial Planning Association in Orange County (FPA-OC) as the Director of Communications and was voted “Volunteer of the Year” in 2011 for his successful achievements and contributions. He continues to volunteer and is currently the leader of the FPA-OC’s Internship Program where he connects aspiring financial planners with host financial planning firms. Kevin resides in Ladera Ranch, California with his wife, Lauren, two daughters, Cadence and Haley.
Series 63, Series 66
Mission Viejo, CA
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