Ben Engel
Modesto Capital · Elkins Park, Pennsylvania
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $4.2M across 71 accounts |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 7805507 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | modestocap.com |
| Profile |
How Ben's firm compares
- Modesto Capital's average account is about $59,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Ben
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.
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
- Modesto Capital 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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