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Financial planning in Buffalo, NY

19 advisers in Buffalo offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 19

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 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 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 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