Fee-OnlyFinder

Advisers in Webster, NY

2 advisers in Webster — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bright Futures Wealth Management, LLC1630 Empire Blvd., Suite 100 · Webster, NY 14580 · (585) 231-1595 · Financial planningCRD 284920 · % of assets, Hourly charges, Fixed fees · $294.5 million AUMSEC registeredNo commissions reportedCapstone Investment Financial Group, LLC115 West Salori Court · Webster, NY 14580 · (719) 477-9883 · Financial planningCRD 122575 · % of assets, Hourly charges, Fixed fees · $174.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Webster? 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.