Dale Lam
Strategent Financial · Harrisonburg, Virginia
Dale Lam is a fee-only financial advisor at Strategent Financial in Harrisonburg, Virginia, who holds the CFP and PFS 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 · PFS |
| SEC registration | Investment adviser representative in TX, VA · CRD 3265572 |
| Exams passed | Series 65 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.strategentfinancial.com |
| Profile |
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Questions about Dale
Is Dale Lam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale 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 Dale charge for financial advice?
Dale's firm, Strategent Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dale Lam based?
Dale Lam is based in Harrisonburg, Virginia.
What credentials does Dale Lam hold?
Dale Lam holds the CFP and PFS credentials.
Is Dale Lam registered with the SEC?
Yes. Dale Lam is registered as an investment adviser representative in TX and VA (CRD 3265572), 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 Dale Lam?
Through Dale'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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