Andrew Lam
Strategent Financial · Harrisonburg, Virginia
Andrew Lam is a fee-only financial advisor at Strategent Financial in Harrisonburg, Virginia, who holds the CFP and CFA credentials. Strategent Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Retirees
Facts
| Firm | Strategent Financial |
|---|---|
| Based in | Harrisonburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $374.7M across 136 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 6869794 |
| Exams passed | Series 63 (2018) · Series 66 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.strategentfinancial.com |
| Profile |
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Questions about Andrew
Is Andrew Lam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Strategent Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Strategent Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Lam based?
Andrew Lam is based in Harrisonburg, Virginia.
What credentials does Andrew Lam hold?
Andrew Lam holds the CFP and CFA credentials.
Is Andrew Lam registered with the SEC?
Yes. Andrew Lam is registered as an investment adviser representative in TX and VA (CRD 6869794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategent Financial manage?
Strategent Financial reports $374.7M across 136 accounts in assets under management.
How do I contact Andrew Lam?
Through Andrew's website, www.strategentfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Strategent Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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