Flat / fixed fees in Amherst, NY

4 advisers in Amherst offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 4

McCollum 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 reported Nottingham 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 reported Orchestral 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 reported Pathway 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 reported