Strubel Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Financial Planning and Consulting For our hourly financial planning and consultative services our fee ranges from $100 - $300 per hour depending on the complexity of the project.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Strubel Investment Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The initial fee will be the amount, prorated for the number of days remaining in the initial Billing Period from the effective date of this Agreement, based upon the market value of the Plan assets on the first business day of the initial Billing Period.”
• “The management fee is payable quarterly in arrears or if custodied at Schwab, billed monthly in arrears and deducted quarterly in arrears.”
• “Account flows will be prorated when calculating period end balances.”

How Strubel Investment Management, LLC’s fees compare

• Its hourly rate of $100-$300 spans the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 12 other planners in Lancaster that publish an hourly rate charge less.

About Strubel Investment Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

70

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$55,182,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151455

Website

strubelim.com (opens in new tab)

Phone

(717) 293-1170

Other planners in Lancaster that publish fees

• Atwater MalickLancaster$500
• Carriage Hill Investment Associates LLCLancaster$250/hr
• Chestnut Street Investment Counsel, LLCLancaster$250⁠-⁠$350/hr, $500⁠-⁠$5,000
• Cool Creek FinancialLancaster$200/hr, $1,000⁠-⁠$2,000
• Evenkiehl, LLCLancaster$500⁠-⁠$1,000, $208⁠-⁠$375/mo
• Fident Financial, LLCLancaster$3,000⁠-⁠$6,500, $500/mo

Compare all 27 planners in Lancaster