Fee-only adviser · Ithaca, NY
New Horizon Financial Strategies, LLC
New Horizon Financial Strategies, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ithaca, New York. On its latest Form ADV, filed March 3, 2026, it reports $217M in regulatory assets under management, 261 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 125729 · SEC file 801-118348 |
| Office | 944 Dryden Road Ithaca, NY 14850 |
| Phone | (607) 275-1275 |
| Website | www.strebelcpa.com |
| Regulatory assets under management | $217M ($161M discretionary) |
| Individual clients | 189 non-high-net-worth, 72 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ithaca
- Cornell Pochily Investment Advisors, Inc. $654M
- Anchor Capital Management, LLC $61M
- S Conway Consulting, LLC $16M
- Merryfield Barnes, LLC $124M
See all 5 fee-only advisers in Ithaca →
Nearby
- Horseheads 1 firm
- Homer 1 firm
- Elmira 1 firm
- Endicott 1 firm
- Whitney Point 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at New Horizon Financial Strategies, LLC? Update this listing.