Fee-OnlyFinder

Advisers in Amherst, NY

7 advisers in Amherst — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (4)

All advisers

Financial Planning Center4511 Harlem Rd · Amherst, NY 14226 · (716) 240-4304 · Financial planningCRD 148660 · % of assets, Hourly charges · $19.4 million AUMState registeredNo commissions reportedMcCollum Christoferson Group, LLC500 Corporate Parkway, Suite 210 · Amherst, NY 14226 · (716) 854-5400 · Financial planningCRD 268812 · % of assets, Hourly charges, Fixed fees · $415.8 million AUMSEC registeredNo commissions reportedMollot & Hardy, INC.646 N. French Rd, Suite 9 · Amherst, NY 14228 · (716) 691-7121 · Financial planningCRD 128377 · % of assets · $80.6 million AUMSEC registeredNo commissions reportedNottingham Advisors INC.500 Corporate Parkway, Suite 216 · Amherst, NY 14226 · (716) 633-3800 · Financial planningCRD 104928 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedOrchestral Financial Group INC.1404 Sweet Home Rd., Ste 8 · Amherst, NY 14228 · (716) 691-4288 · Financial planningCRD 144346 · % of assets, Hourly charges, Fixed fees · $14.1 million AUMState registeredNo commissions reportedPathway Partners Wealth Advisors, LLC100 Corporate Parkway, Suite 136 · Amherst, NY 14226 · (716) 929-6010 · Financial planningCRD 323507 · % of assets, Fixed fees · $78.9 million AUMSEC registeredNo commissions reportedSovereign Asset Management4043 Maple Road, Suite 210 a · Amherst, NY 14226 · (716) 768-1463 · Financial planningCRD 285103 · % of assets · $176.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Amherst? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.