Fee-OnlyFinder

Financial planning in Rochester, NY

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

All 25

Ashton Thomas Securities, LLC100 Meridian Centre Blvd, Suite 250 · Rochester, NY 14618 · (800) 323-3746 · Financial planningCRD 16629 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedBarrett Wealth Management70 Linden Oaks, 3rd Floor · Rochester, NY 14625 · (585) 383-5555 · Financial planningCRD 125550 · % of assets · $21.8 million AUMState registeredNo commissions reportedCore Alpha, INC.1701 Chili Avenue · Rochester, NY 14624 · (585) 235-3600 · Financial planningCRD 119635 · % of assets, Fixed fees · $146.1 million AUMSEC registeredNo commissions reportedElevation Investment Consulting104 East Avenue · Rochester, NY 14604 · (585) 454-9506 · Financial planningCRD 157054 · % of assets, Hourly charges, Fixed fees · $61.4 million AUMState registeredNo commissions reportedFiduciary First Advising, LLC160 Linden Oaks · Rochester, NY 14625 · (585) 330-8031 · Financial planningCRD 317659 · % of assets, Hourly charges, Fixed fees · $19.7 million AUMState registeredNo commissions reportedFirst Main Capital3300 Monroe Ave, Suite 308 · Rochester, NY 14618 · (585) 207-2515 · Financial planningCRD 319246 · % of assets · $1.4 million AUMState registeredNo commissions reportedHigh Falls Advisors, INC.180 South Clinton Ave, Suite 300 · Rochester, NY 14604 · (585) 935-5300 · Financial planningCRD 108678 · % of assets, Hourly charges, Fixed fees · $694.7 million AUMSEC registeredNo commissions reportedHighland Wealth Advisory LLC70 Linden Oaks · Rochester, NY 14625 · (585) 752-1235 · Financial planningCRD 154031 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedHowe and Rusling, INC.165 Culver Rd, Suite 100 · Rochester, NY 14620 · (585) 325-4140 · Financial planningCRD 104627 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedIconoclastic Capital Management LLC17 Prince Street · Rochester, NY 14607 · (585) 504-1616 · Financial planningCRD 310132 · % of assets, Hourly charges, Fixed fees · $68.2 million AUMSEC registeredNo commissions reported
Layline Advisors19 Prince St., 3rd Floor · Rochester, NY 14607 · (585) 210-8222 · Financial planningCRD 285136 · % of assets, Fixed fees · $131.3 million AUMSEC registeredNo commissions reportedLifemark Securities Corp.400 West Metro Park · Rochester, NY 14623 · (585) 424-5672 · Financial planningCRD 16204 · % of assets, Hourly charges, Fixed fees · $424.9 million AUMSEC registeredNo commissions reportedLinden Financial Consultants, LLC150 Allens Creek Rd, Ste #250 · Rochester, NY 14618 · (585) 721-4066 · Financial planningCRD 168676 · Hourly chargesState registeredNo commissions reportedNorthlanding Financial Partners, LLC90 Linden Oaks, Suite 220 · Rochester, NY 14625 · (585) 497-5000 · Financial planningCRD 167055 · % of assets, Hourly charges, Fixed fees · $152.2 million AUMSEC registeredNo commissions reportedNovem Group350 Linden Oaks, Suite 140 · Rochester, NY 14625 · (585) 348-9525 · Financial planningCRD 158964 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedOak Crest Advisory, LLC160 Linden Oaks · Rochester, NY 14625 · (585) 507-1681 · Financial planningCRD 304255 · % of assets, Fixed fees · $90.2 million AUMSEC registeredNo commissions reportedPrentice Wealth Management LLC1150 Penfield Rd. · Rochester, NY 14625 · (585) 218-0001 · Financial planningCRD 160052 · % of assets, Hourly charges, Subscription fees · $567.5 million AUMSEC registeredNo commissions reportedRise Advisors, LLC500 Linden Oaks, Suite 320 · Rochester, NY 14625 · (585) 565-3444 · Financial planningCRD 309760 · % of assets, Hourly charges, Fixed fees · $441.2 million AUMSEC registeredNo commissions reportedRochester Investments1580 W Ridge Rd · Rochester, NY 14615 · (585) 568-6656 · Financial planningCRD 306782 · % of assets, Hourly charges, Fixed fees · $69.5 million AUMSEC registeredNo commissions reportedSage, Rutty & CO., INC.100 Corporate Woods, Suite 300 · Rochester, NY 14623 · (585) 232-3760 · Financial planningCRD 3254 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedSeneca Financial Advisors LLC100 South Clinton Avenue, Suite 1640 · Rochester, NY 14604 · (585) 203-1211 · Financial planningCRD 152824 · % of assets, Hourly charges, Fixed fees · $847.2 million AUMSEC registeredNo commissions reportedStone Oak Capital LLC986 Long Pond Road · Rochester, NY 14626 · (585) 695-5588 · Financial planningCRD 341363 · % of assets, Fixed fees · $33.7 million AUMSEC registeredNo commissions reportedW & S Management Services, INC.470 Long Pond Road Suite 200 · Rochester, NY 14612 · (585) 720-9971 · Financial planningCRD 127852 · % of assets, Hourly charges, Fixed fees · $166.0 million AUMSEC registeredNo commissions reportedWealth Strategies & Solutions, LTD.900 Jefferson Road, Suite 301 · Rochester, NY 14623 · (585) 678-6950 · Financial planningCRD 297130 · % of assets, Hourly charges, Other · $16.6 million AUMState registeredNo commissions reportedWhitney & Company959 Panorama Trail S, Suite 190 · Rochester, NY 14625 · (585) 232-6200 · Financial planningCRD 117307 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported