Fee-OnlyFinder

Advisers in Victor, NY

7 advisers in Victor — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (6)Flat / fixed fees (5)Retirement plan consulting (4)

All advisers

Cooper/haims Advisors, LLC50 Square Drive, Suite 210 · Victor, NY 14564 · (585) 248-6400 · Financial planningCRD 124122 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedElevatus Wealth Management, LLC1501 Pittsford Victor Road, Suite 101 · Victor, NY 14564 · (585) 565-4450 · Financial planningCRD 325629 · % of assets, Hourly charges, Fixed fees · $513.4 million AUMSEC registeredNo commissions reportedEver Green Wealth Management, LLC6535 Anthony Drive, Suite a · Victor, NY 14564 · (585) 742-0271 · Financial planningCRD 297459 · % of assets · $80.3 million AUMSEC registeredNo commissions reportedFlfs Advisory LLC29 Lasalle Parkway · Victor, NY 14564 · (585) 586-2600 · Financial planningCRD 334771 · % of assets, Hourly charges, Performance-based fees · $161.5 million AUMSEC registeredNo commissions reportedPiano Wealth Management600 Fishers Station Drive · Victor, NY 14564 · (585) 204-0001 · Financial planningCRD 317854 · % of assets, Hourly charges, Fixed fees · $50.6 million AUMSEC registeredNo commissions reportedProsperity Advisory Group LLC50 Square Drive, Suite 220 · Victor, NY 14564 · (585) 381-5900 · Financial planningCRD 310720 · % of assets, Hourly charges, Fixed fees · $216.0 million AUMSEC registeredNo commissions reportedThe Pitti Group Wealth Management, LLC590 Fishers Station Drive, Suite 110 · Victor, NY 14564 · (585) 337-4000 · Financial planningCRD 314685 · % of assets, Hourly charges, Fixed fees · $374.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Victor? 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.