New Horizon Financial Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
New Horizon Financial Strategies reports 261 clients. They include 189 individual clients and 72 high-net-worth individuals. Of its assets, 74.3% ($161M across 604 accounts) are managed with discretion; $55.9M across 477 accounts are not. It advised 25 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 30% |
| High-net-worth individuals | 28% | 69% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 189 | $65.8M | 30.3% | $348K |
| High-net-worth individuals | 72 | $151M | 69.3% | $2.09M |
| Charitable organizations | Fewer than 5 | $864K | 0.4% | — |
| Total | 261 | $217M | 100% | — |
- Clients
- 189
- Regulatory AUM
- $65.8M
- AUM share
- 30.3%
- Avg. per client
- $348K
- Clients
- 72
- Regulatory AUM
- $151M
- AUM share
- 69.3%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $864K
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 261
- Regulatory AUM
- $217M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 25
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
New Horizon Financial Strategies is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning
- Complex estate planning (trusts, charitable giving) is charged an additional fee of $500 to $5,000, depending on complexity.
- Full service financial planning
- A flat fee of $1,990 to $7,990 for a single person or $2,990 to $8,990 for a married person, set by income and investable net worth.
- Limited financial planning
- Limited-scope and divorce planning engagements are charged at $275 per hour.
- Seminar services
- Financial planning seminars held for groups may be charged a flat fee of $25 to $100 per person.
Angela Oneill owns 50% to 75% of New Horizon Financial Strategies. The leadership team of New Horizon Financial Strategies includes Chief Compliance Officer Kevin Tarnovski. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of New Horizon Financial Strategies, LLC
Angela Oneill
Control person · since October 2019
- Owns 25% to 50% of New Horizon Financial Strategies, LLC
Kevin Tarnovski
Control person · since October 2018
New Horizon Financial Strategies’ regulatory assets grew 3.8× from $57M (March 2021) to $217M (March 2026); clients rose from 215 to 261 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $217M | 261 | 7 | 1 |
| Feb 2025February 2025 | $184M | 271 | 7 | 1 |
| Feb 2024February 2024 | $145M | 241 | 7 | 1 |
| Feb 2023February 2023 | $58.5M | 179 | 6 | 1 |
| Feb 2022February 2022 | $70.3M | 168 | 7 | 1 |
| Mar 2021March 2021 | $57M | 215 | 7 | 1 |
Besides its headquarters, New Horizon Financial Strategies has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 944 Dryden Road, IthacaHQ
Contact and registration details
- Legal name
- New Horizon Financial Strategies, LLC
- Headquarters
- 944 Dryden Road, Ithaca, NY 14850
- Website
- strebelcpa.com
- Phone
- 607-275-1275
- SEC file
- 801-118348
- Founded
- 1996
- Structure
- New York LLC
- Fiscal year end
- December
New Horizon Financial Strategies’ named custodians for separately managed accounts include Fidelity ($95.4M, 58%), Charles Schwab ($26.5M, 16%) and Assetmark Trust ($24.2M, 15%). New Horizon Financial Strategies has custody of $22.3M for 63 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $95.4M58%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $26.5M16%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $18.6M11%
- Assetmark TrustAssetmark Trust Company · Phoenix, AZ · $24.2M15%
At year end, New Horizon Financial Strategies’ separately managed accounts were mostly in funds (76%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds76%
- Registered funds74%
- Pooled vehicles2%
- Bonds3%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash1%
How many clients does New Horizon Financial Strategies have?
New Horizon Financial Strategies has 261 clients and manages $217 million for them, as of March 2026. They include 189 individual clients and 72 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does New Horizon Financial Strategies offer?
New Horizon Financial Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does New Horizon Financial Strategies use?
New Horizon Financial Strategies’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $95.4M, Charles Schwab & Co., Inc. (Westlake, TX), with $26.5M, Assetmark Trust Company (Phoenix, AZ), with $24.2M and Capital Client Group, Inc. (Los Angeles, CA), with $18.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does New Horizon Financial Strategies have?
New Horizon Financial Strategies has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does New Horizon Financial Strategies invest in?
At the end of its last fiscal year, New Horizon Financial Strategies’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 2% investment grade corporate bonds, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns New Horizon Financial Strategies?
New Horizon Financial Strategies’ direct owners are Angela Oneill (50% to 75%) and Kevin Tarnovski (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does New Horizon Financial Strategies get paid?
New Horizon Financial Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact New Horizon Financial Strategies?
New Horizon Financial Strategies’ main office is at 944 Dryden Road, Ithaca, NY 14850. Its phone number is 607-275-1275. Its website is strebelcpa.com.
