# Ben Engel

> Ben Engel is a fee-only financial advisor at Modesto Capital in Elkins Park, Pennsylvania. Ben focuses on tax planning. Modesto Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ben-engel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Modesto Capital
- **Based in:** Elkins Park, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.2M across 71 accounts
- **Specialties:** Tax planning
- **Works with:** Founders
- **CRD:** 7805507 (https://adviserinfo.sec.gov/individual/summary/7805507)
- **SEC registration:** Investment adviser representative in NJ, PA, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://modestocap.com/

## Frequently asked questions

### Is Ben Engel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ben holds no broker registration, and Modesto Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ben charge for financial advice?

Ben's firm, Modesto Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ben Engel based?

Ben Engel is based in Elkins Park, Pennsylvania.

### What does Ben specialize in?

Ben's specialties include tax planning. Ben works with founders.

### Is Ben Engel registered with the SEC?

Yes. Ben Engel is registered as an investment adviser representative in NJ, PA and TX (CRD 7805507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Modesto Capital manage?

Modesto Capital reports $4.2M across 71 accounts in assets under management.

### How do I contact Ben Engel?

Through Ben's website, modestocap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7805507): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.modestocap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.