Fee-OnlyFinder

Advisers in Buffalo, NY

22 advisers in Buffalo — 22 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (19)Hourly fees (12)Flat / fixed fees (14)% of assets managed (21)Retirement plan consulting (6)

All advisers

Abaya Wealth Management LLC1 Seneca St, Suite 2905 · Buffalo, NY 14203 · (716) 345-0110 · Financial planningCRD 317534 · % of assets, Hourly charges, Fixed fees · $23.0 million AUMState registeredNo commissions reportedCapital Insights Group of Wny, LLC.640 Ellicott Street, Mailbox 10 · Buffalo, NY 14203 · (716) 309-4109 · Financial planningCRD 282909 · % of assets, Hourly charges, Fixed fees · $58.6 million AUMSEC registeredNo commissions reportedCollins Advisors, LLC610 Main Street, Suite 202 · Buffalo, NY 14202 · (716) 833-6338 · Financial planningCRD 129270 · % of assets · $176.4 million AUMSEC registeredNo commissions reportedCourier Capital, LLC1114 Delaware Avenue · Buffalo, NY 14209 · (716) 883-9595 · Financial planningCRD 282485 · % of assets, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedCovenant Wealth356 Sanders Road · Buffalo, NY 14216 · (716) 534-5480 · Financial planningCRD 341432 · % of assetsState registeredNo commissions reportedDelaware Avenue Advisors INC.1207 Delaware Avenue, #Suite 202 · Buffalo, NY 14209 · (716) 633-4372 · Financial planningCRD 160020 · % of assets, Hourly charges, Fixed fees · $28.0 million AUMState registeredNo commissions reportedEudaimonia Wealth1207 Delaware Avenue, Suite 110 · Buffalo, NY 14209 · (716) 362-1182 · Financial planningCRD 305431 · % of assets, Hourly charges, Fixed fees · $35.8 million AUMSEC registeredNo commissions reportedEwm Advisory1967 Wehrle Drive, Suite 3-099 · Buffalo, NY 14221 · (647) 270-9809 · Financial planningCRD 282616 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMState registeredNo commissions reportedGrenda Group737 Delaware Ave, Suite 217 · Buffalo, NY 14209 · (716) 896-3232 · Financial planningCRD 170241 · % of assets, Fixed fees · $34.7 million AUMSEC registeredNo commissions reportedHudson Advisor Services, INC.237 Main Street, Suite 600 · Buffalo, NY 14203 · (716) 803-6587 · Financial planningCRD 107769 · % of assets, Hourly charges, Fixed fees · $310.1 million AUMSEC registeredNo commissions reported
Hudson Capital Advisory, INC.237 Main Street, Suite 600 · Buffalo, NY 14203 · (716) 277-2717 · Financial planningCRD 304163 · % of assets, Hourly charges, Performance-based fees · $327.7 million AUMSEC registeredNo commissions reportedIbis Capital Management, LLC448 Delaware Avenue · Buffalo, NY 14202 · (716) 939-3005 · Financial planningCRD 282069 · % of assets, Hourly charges · $36.6 million AUMState registeredNo commissions reportedKostrzewski, Mark Benedict120 West Tupper Street, Suite 103 · Buffalo, NY 14201 · (716) 855-1600CRD 159950 · OtherState registeredNo commissions reportedMiller, Gesko & Company INC.237 Main Street, Ste 600 · Buffalo, NY 14203 · (716) 852-7628 · Financial planningCRD 109671 · % of assets, Hourly charges · $183.1 million AUMSEC registeredNo commissions reportedNorth Woods Wealth Management977 Delaware Ave · Buffalo, NY 14209 · (716) 220-8497 · Financial planningCRD 226575 · % of assets, Fixed fees · $150.4 million AUMSEC registeredNo commissions reportedNote Advisors, LLC50 Lakefront Blvd, Suite 215 · Buffalo, NY 14202 · (716) 256-1682 · Financial planningCRD 171466 · % of assets, Hourly charges, Fixed fees · $437.0 million AUMSEC registeredNo commissions reportedParamount Wealth Advisors1090 Union Road, Suite 230 · Buffalo, NY 14224 · (716) 712-0127 · Financial planningCRD 312399 · % of assets, Hourly charges, Fixed fees · $37.6 million AUMSEC registeredNo commissions reportedSanderson Wealth Management, LLC50 Fountain Plaza, Suite 750 · Buffalo, NY 14202 · (716) 566-2420 · Financial planningCRD 118910 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedSandhill Investment Management40 Fountain Plaza, Suite 1300 · Buffalo, NY 14202 · (716) 852-0279 · Flat / fixed feesCRD 129800 · % of assets, Fixed fees, Other · $2.4 billion AUMSEC registeredNo commissions reportedSterling Investment Counsel, LLC360 Delaware Avenue, Suite 400 · Buffalo, NY 14202 · (716) 783-7054 · Financial planningCRD 282624 · % of assets · $1.0 billion AUMSEC registeredNo commissions reportedTrubee Wealth Advisors, INC.600 Airborne Pkwy, Suite #120 · Buffalo, NY 14225 · (716) 849-1401 · Flat / fixed feesCRD 3618 · % of assets, Fixed fees · $911.5 million AUMSEC registeredNo commissions reportedWestern New York Financial Group, LLC560 Delaware Avenue, Suite 102 · Buffalo, NY 14202 · (716) 743-6262 · Financial planningCRD 306083 · % of assets, Hourly charges, Fixed fees · $84.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Buffalo? 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.