Fee-OnlyFinder

Advisers in Fairport, NY

8 advisers in Fairport — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Clover Leaf Financial LLC1387 Fairport Rd., Suite 620 · Fairport, NY 14450 · (585) 899-3940 · Financial planningCRD 335751 · % of assets, Fixed fees · $75.0 million AUMSEC registeredNo commissions reportedGeovest Advisors INC245 Willowbrook Office Park, 1451 Pittsford Victor Rd · Fairport, NY 14450 · (585) 248-5050 · Flat / fixed feesCRD 105906 · % of assets, Fixed fees · $147.9 million AUMSEC registeredNo commissions reportedManning & Napier Advisors, LLC290 Woodcliff Drive · Fairport, NY 14450 · (585) 325-6880 · Financial planningCRD 105992 · % of assets, Other · $17.0 billion AUMSEC registeredNo commissions reportedMilestones Private Investment Advisors LLC375 Woodcliff Drive · Fairport, NY 14450 · (585) 203-1956 · Financial planningCRD 289116 · % of assets, Fixed fees · $222.6 million AUMSEC registeredNo commissions reportedO Asset Management LLC25 Parce Avenue · Fairport, NY 14450 · (585) 313-5978 · % of assets managedCRD 336682 · % of assets, Performance-based fees · $76.2 million AUMSEC registeredNo commissions reportedRothrock Financial Group2 Halstead Rise · Fairport, NY 14450 · (585) 739-1262 · % of assets managedCRD 335275 · % of assets · $10.0 million AUMState registeredNo commissions reportedSage Tree Wealth10 East Church Street · Fairport, NY 14450 · (585) 500-2579 · Financial planningCRD 298951 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMSEC registeredNo commissions reportedSeaway Advisors1387 Fairport Rd, Suite 640 · Fairport, NY 14450 · (585) 425-9510 · % of assets managedCRD 149745 · % of assets · $50.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Fairport? 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.