Fee-OnlyFinder

Financial planning in Pittsford, NY

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

All 22

Alesco Advisors, LLC, an Esl Company120 Office Park Way · Pittsford, NY 14534 · (585) 586-0970 · Financial planningCRD 339091 · % of assets, Fixed fees, Other · $5.6 billion AUMSEC registeredNo commissions reportedArmbruster Capital Management, INC.1250 Pittsford Victor Road, Building 100, Suite 180 · Pittsford, NY 14534 · (585) 381-4180 · Financial planningCRD 151590 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedAshford Advisors, LLC30 B Grove Street · Pittsford, NY 14534 · (585) 697-0362 · Financial planningCRD 114238 · % of assets, Fixed fees, Performance-based fees · $942.7 million AUMSEC registeredNo commissions reportedBlue Horizon Equity, INC.55 Sully's Trail, Suite F · Pittsford, NY 14534 · (585) 641-7900 · Financial planningCRD 341095 · % of assets, Hourly charges, Fixed fees · $745.9 million AUMSEC registeredNo commissions reportedCandace Shira Associates, LLC115 Sully's Trail, Suite 8 · Pittsford, NY 14534 · (585) 249-1550 · Financial planningCRD 165984 · % of assets, Hourly charges, Fixed fees · $443.5 million AUMSEC registeredNo commissions reportedFactorpoint Planning, LLC20 Office Park Way, Unit 120 · Pittsford, NY 14534 · (585) 895-7506 · Financial planningCRD 341229 · % of assets, Fixed fees · $287.9 million AUMSEC registeredNo commissions reportedFlower City Capital LLC1 Fishers Rd, Suite 220 · Pittsford, NY 14534 · (585) 236-8501 · Financial planningCRD 281503 · % of assets, Fixed fees · $444.6 million AUMSEC registeredNo commissions reportedGeneration Capital Management LLC1163 Pittsford-Victor Road, #100 · Pittsford, NY 14534 · (585) 232-8560 · Financial planningCRD 128523 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedGps Financial, LLC141 Sullys Trail, Suite 8a · Pittsford, NY 14534 · (585) 598-9111 · Financial planningCRD 290227 · % of assets, Hourly charges, Fixed fees · $77.3 million AUMSEC registeredNo commissions reportedHigh Probability Advisors, LLC167 Sully's Trail, Suite 300 · Pittsford, NY 14534 · (585) 485-0135 · Financial planningCRD 289541 · % of assets · $1.0 billion AUMSEC registeredNo commissions reported
Kickstand Wealth Advisors1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290 · Pittsford, NY 14534 · (585) 382-8600 · Financial planningCRD 327022 · % of assets · $633.5 million AUMSEC registeredNo commissions reportedLvw Advisors, LLC67b Monroe Avenue · Pittsford, NY 14534 · (585) 267-4900 · Financial planningCRD 159403 · % of assets, Fixed fees, Other · $2.5 billion AUMSEC registeredNo commissions reportedLynnleigh & Company, LLC1160 Pittsford Victor Road, Suite a · Pittsford, NY 14534 · (585) 623-5970 · Financial planningCRD 285044 · % of assets, Hourly charges · $161.5 million AUMSEC registeredNo commissions reportedLyon Capital Management, LLC24b Grove Street · Pittsford, NY 14534 · (585) 248-9821 · Financial planningCRD 111311 · % of assets · $94.8 million AUMSEC registeredNo commissions reportedOccam Capital Management, LLC1 Lockwood Drive, Suite 200 · Pittsford, NY 14534 · (585) 218-0310 · Financial planningCRD 108201 · % of assets, Hourly charges · $67.4 million AUMSEC registeredNo commissions reportedPost Resch Tallon Group1163 Pittsford-Victor Road, Suite 240 · Pittsford, NY 14534 · (585) 249-1030 · Financial planningCRD 156302 · % of assets · $340.2 million AUMSEC registeredNo commissions reportedPrimetime Wealth Management LLC716 Pittsford Victor Rd · Pittsford, NY 14534 · (585) 238-4767 · Financial planningCRD 301041 · % of assets, Hourly charges, Fixed fees · $24.0 million AUMState registeredNo commissions reportedProfessional Financial1159 Pittsford-Victor Rd, Suite 120 · Pittsford, NY 14534 · (585) 218-9080 · Financial planningCRD 125580 · % of assets, Hourly charges, Fixed fees · $225.8 million AUMSEC registeredNo commissions reportedRdg Capital Management LLC20 Office Park Way, Suite 140 · Pittsford, NY 14534 · (585) 673-2690 · Financial planningCRD 329749 · % of assets, Hourly charges · $131.8 million AUMSEC registeredNo commissions reportedSerenity Capital Advisors INC.145 Sullys Trail, Ste 5 · Pittsford, NY 14534 · (877) 975-3383 · Financial planningCRD 332396 · % of assets · $64.3 million AUMSEC registeredNo commissions reportedTwo Point Capital Management, INC.4 S Main Street · Pittsford, NY 14534 · (585) 586-1731 · Financial planningCRD 131816 · % of assets · $310.5 million AUMSEC registeredNo commissions reportedUpstate Advisers INC2 Thornell Road · Pittsford, NY 14534 · (585) 209-9788 · Financial planningCRD 341449 · % of assets · $34.1 million AUMSEC registeredNo commissions reported