Fee-OnlyFinder

Advisers in Orchard Park, NY

5 advisers in Orchard Park — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (3)

All advisers

Clear View Wealth Advisors4211 North Buffalo Road, Suite 17a · Orchard Park, NY 14127 · (716) 646-1515 · % of assets managedCRD 299247 · % of assets · $26.4 million AUMState registeredNo commissions reportedFarrell Financial21 Princeton Place, Suite 105 · Orchard Park, NY 14127 · (716) 508-8504 · Financial planningCRD 321609 · % of assets · $200.6 million AUMSEC registeredNo commissions reportedMoldenhauer & Associates6195 West Quaker Street · Orchard Park, NY 14127 · (716) 662-4361 · Financial planningCRD 337303 · % of assets, Hourly charges, Fixed fees · $764.9 million AUMSEC registeredNo commissions reportedSilver Grove Advisory Services400 Sterling Drive · Orchard Park, NY 14127 · (716) 800-4291 · Financial planningCRD 287512 · % of assets, Hourly charges, Fixed fees · $453.6 million AUMSEC registeredNo commissions reportedWaterford Advisors, LLC3858 North Buffalo Rd, Suite 2 · Orchard Park, NY 14127 · (716) 580-3906 · Financial planningCRD 119442 · % of assets, Hourly charges, Fixed fees · $399.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Orchard Park? 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.