Kevin Tarnovski
The Strebel Planning Group · Ithaca, New York
Kevin Tarnovski is a fee-only financial advisor at The Strebel Planning Group in Ithaca, New York. Kevin focuses on tax planning and small business owners. The Strebel Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | The Strebel Planning Group |
|---|---|
| Based in | Ithaca, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $217.2M across 1,081 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 6736564 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.strebelcpa.com |
How Kevin's firm compares
- The Strebel Planning Group's average account is about $201,000, from its Form ADV (assets managed divided by 1,081 accounts).
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Questions about Kevin
Is Kevin Tarnovski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and The Strebel Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, The Strebel Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Tarnovski based?
Kevin Tarnovski is based in Ithaca, New York.
What does Kevin specialize in?
Kevin's specialties include tax planning and small business owners.
Is Kevin Tarnovski registered with the SEC?
Yes. Kevin Tarnovski is registered as an investment adviser representative in NY and TX (CRD 6736564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Strebel Planning Group manage?
The Strebel Planning Group reports $217.2M across 1,081 accounts in assets under management.
How do I contact Kevin Tarnovski?
Through Kevin's website, www.strebelcpa.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
- The Strebel Planning Group 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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