Joseph Strancar
Beese Fulmer · Canton, Ohio
Joseph Strancar is a fee-only financial advisor at Beese Fulmer in Canton, Ohio. Joseph charges a percentage of assets and focuses on family wealth transfer.
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Specialties
Facts
| Firm | Beese Fulmer |
|---|---|
| Based in | Canton, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.06B across 2,044 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 1385202 |
| Exams passed | Series 63 (2005) · Series 65 (2000) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.beesefulmer.com |
How Joseph's firm compares
- Beese Fulmer's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,044 accounts).
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Questions about Joseph
Is Joseph Strancar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Beese Fulmer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets.
Where is Joseph Strancar based?
Joseph Strancar is based in Canton, Ohio.
What does Joseph specialize in?
Joseph's specialties include family wealth transfer.
Is Joseph Strancar registered with the SEC?
Yes. Joseph Strancar is registered as an investment adviser representative in OH and TX (CRD 1385202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beese Fulmer manage?
Beese Fulmer reports $2.06B across 2,044 accounts in assets under management.
How do I contact Joseph Strancar?
Through Joseph's website, www.beesefulmer.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
- Beese Fulmer 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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