{"url":"https://nivawealth.com/firms/new-horizon-financial-strategies-125729","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/125729","regulatoryAum":217166511,"crd":"125729","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2969167","suffix":null,"lastName":"ONEILL","firstName":"ANGELA","middleName":"MARIE"},{"crd":"1331833","suffix":null,"lastName":"STREBEL","firstName":"PAUL","middleName":"ALEXANDER"},{"crd":"6736564","suffix":null,"lastName":"Tarnovski","firstName":"Kevin","middleName":"Peter"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-15","regulatoryAum":56971951,"clients":215,"employees":7,"offices":1},{"filedOn":"2022-02-18","regulatoryAum":70265871,"clients":168,"employees":7,"offices":1},{"filedOn":"2023-02-01","regulatoryAum":58456529,"clients":179,"employees":6,"offices":1},{"filedOn":"2024-02-13","regulatoryAum":145403125,"clients":241,"employees":7,"offices":1},{"filedOn":"2025-02-28","regulatoryAum":183828471,"clients":271,"employees":7,"offices":1},{"filedOn":"2026-03-03","regulatoryAum":217166511,"clients":261,"employees":7,"offices":1}],"secFileNumber":"801-118348","legalName":"New Horizon Financial Strategies, LLC","displayName":"New Horizon Financial Strategies","slug":"new-horizon-financial-strategies-125729","website":"https://strebelcpa.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1996","organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"944 Dryden Road","city":"Ithaca","state":"NY","stateName":"New York","country":"United States","postalCode":"14850"},"tradeNames":[],"registration":{"secApproved":"1 April 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complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013966","versionId":1013966,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2"},{"role":"other","program":"Full service financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013966","versionId":1013966,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2"},{"role":"other","program":"Limited financial planning","summary":"Limited-scope and divorce planning engagements are charged at $275 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013966","versionId":1013966,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2"},{"role":"other","program":"Seminar services","summary":"Financial planning seminars held for groups may be charged a flat fee of $25 to $100 per person.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013966","versionId":1013966,"submittedOn":"2026-03-03","documentName":"FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:48:56.478298+00:00","documents":[{"name":"FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013966","versionId":1013966,"submittedOn":"2026-03-03"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":95424292},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":26480619},{"name":"Capital Client Group, Inc.","shortName":"Capital Client Group","location":"Los Angeles, CA","smaAssets":18615487},{"name":"Assetmark Trust Company","shortName":"Assetmark Trust","location":"Phoenix, AZ","smaAssets":24234303}],"custodyNote":"New Horizon Financial Strategies has custody of $22.3M for 63 clients.","otherCustodians":[],"leadership":[{"name":"Kevin Tarnovski","title":"Chief Compliance Officer","crd":"6736564"},{"name":"Angela Oneill","title":"Partner","crd":"2969167"}],"ownership":[{"label":"Angela Oneill","detail":"Partner in the 50% to 75% ownership band and a control person, since October 2019."},{"label":"Kevin Tarnovski","detail":"Chief compliance officer in the 25% to 50% ownership band and a control person, since October 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"944 Dryden Road","city":"Ithaca","headquarters":true}]}],"brochureServices":["divorce planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"607-275-1275","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":20},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":74},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"3 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/125729/PDF/125729.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013966","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does New Horizon Financial Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does New Horizon Financial Strategies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does New Horizon Financial Strategies use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does New Horizon Financial Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does New Horizon Financial Strategies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns New Horizon Financial Strategies?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does New Horizon Financial Strategies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact New Horizon Financial Strategies?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}