Valley Forge Investment Consultants
35yrs
Top advisor by experience in Audubon
26yrs
Todd Strunk is a fiduciary financial advisor in Audubon, Pennsylvania, with 26 years in the industry. Todd joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and a year at Vanguard Advisers. Todd holds the CFP® designation.
One of 25 advisors with offices in Audubon, and one of 21 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 6% by experience at Strategic Advisers
OfficeAudubon, PA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2006 – 2018Strategic Advisers LLCPreviously
- Jul 2005 – Jan 2006Vanguard Advisers, Inc.Previously
Contact Todd
(617) 563-7000Firm headquarters in Boston, MA. Ask for Todd. Audubon, PAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call Strategic Advisers at (617) 563-7000 and ask for Todd Strunk. Todd works from the Audubon, PA office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2000, about 26 years. Top 6% by experience at Strategic Advisers.
What licenses does Todd hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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