Flat / fixed fees in Orchard Park, NY

3 advisers in Orchard Park 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 3

Moldenhauer & 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 reported Silver 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 reported Waterford 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