# Paul Strebel

> Paul Strebel is a fee-only financial advisor at The Strebel Planning Group in Ithaca, New York, who holds the CFP credential. Paul 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.

Page: https://find.wellspent.co/advisors/paul-strebel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $217.2M across 1,081 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Small business owners
- **CRD:** 1331833 (https://adviserinfo.sec.gov/individual/summary/1331833)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1985)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.strebelcpa.com

## Frequently asked questions

### Is Paul Strebel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?

Paul's firm, The Strebel Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Strebel based?

Paul Strebel is based in Ithaca, New York.

### What does Paul specialize in?

Paul's specialties include tax planning and small business owners.

### What credentials does Paul Strebel hold?

Paul Strebel holds the CFP credential.

### Is Paul Strebel registered with the SEC?

Yes. Paul Strebel is registered as an investment adviser representative in NY (CRD 1331833), 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 Paul Strebel?

Through Paul's website, www.strebelcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1331833): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://strebelcpa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.