Fee-OnlyFinder

Flat / fixed fees in Buffalo, NY

14 advisers in Buffalo 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 14

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 reportedCourier Capital, LLC1114 Delaware Avenue · Buffalo, NY 14209 · (716) 883-9595 · Financial planningCRD 282485 · % of assets, Fixed fees · $3.6 billion AUMSEC 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 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 reported
Paramount 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 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 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