Ben Strubel
Strubel Investment Management · Lancaster, Pennsylvania
Ben Strubel is a fee-only financial advisor at Strubel Investment Management in Lancaster, Pennsylvania. Strubel Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Ben →
Facts
| Firm | Strubel Investment Management |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $55.2M across 224 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 5708480 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.strubelim.com |
| Profile |
How Ben's firm compares
- Strubel Investment Management's average account is about $246,000, from its Form ADV (assets managed divided by 224 accounts).
Request an introduction to Ben
Tell Ben a little about what you're looking for. Ben isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ben
Is Ben Strubel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ben holds no broker registration, and Strubel Investment Management 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, Strubel Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ben Strubel based?
Ben Strubel is based in Lancaster, Pennsylvania.
Is Ben Strubel registered with the SEC?
Yes. Ben Strubel is registered as an investment adviser representative in PA and TX (CRD 5708480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strubel Investment Management manage?
Strubel Investment Management reports $55.2M across 224 accounts in assets under management.
How do I contact Ben Strubel?
Through Ben's website, www.strubelim.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
- 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.
See something wrong? Request a correction. Read our methodology.