Paul Strebel
The Strebel Planning Group · Ithaca, New York
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.
Request an introduction to Paul →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1331833 |
| Exams passed | Series 63 (1985) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.strebelcpa.com |
How Paul'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).
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul 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 Paul
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.
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.
See something wrong? Request a correction. Read our methodology.