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Financial planning in Williamsville, NY

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

All 15

Bentham Wealth Advisors300 International Dr, Suite 100 · Williamsville, NY 14221 · (716) 580-1500 · Financial planningCRD 332035 · % of assets, Fixed fees · $110.1 million AUMSEC registeredNo commissions reportedBuffalo First Wealth Management, LLC7606 Transit Rd, Suite 100 · Williamsville, NY 14221 · (716) 861-7371 · Financial planningCRD 168937 · % of assets, Hourly charges, Fixed fees · $91.7 million AUMSEC registeredNo commissions reportedCambridge Advisors, LLC6225 Sheridan Drive Suite 102 · Williamsville, NY 14221 · (716) 932-7270 · Financial planningCRD 158928 · % of assets, Fixed fees · $46.5 million AUMSEC registeredNo commissions reportedCountryside Financial LLC8600 Main Street · Williamsville, NY 14221 · (716) 256-1330 · Financial planningCRD 337489 · % of assets, Hourly charges, Fixed fees · $73.2 million AUMSEC registeredNo commissions reportedEmergent Wealth Advisors, LLC5500 Main Street, Suite 260 · Williamsville, NY 14221 · (716) 828-8390 · Financial planningCRD 174845 · % of assets, Fixed fees · $249.1 million AUMSEC registeredNo commissions reportedFlorian Financial Group LLC1825 Maple Road, Suite 240 · Williamsville, NY 14221 · (716) 810-9590 · Financial planningCRD 123869 · % of assets, Hourly charges, Fixed fees · $215.0 million AUMSEC registeredNo commissions reportedIndependent Solutions Wealth Management, LLC305 Spindrift Drive · Williamsville, NY 14221 · (716) 568-8566 · Financial planningCRD 144733 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedNorthcape Wealth Management6565 Main Street · Williamsville, NY 14221 · Financial planningCRD 312350 · % of assets, Hourly charges, Fixed fees · $706.1 million AUMSEC registeredNo commissions reportedO'Bannon & Davis INC.6265 Sheridan Drive, Suite 118 · Williamsville, NY 14221 · (716) 856-7555 · Financial planningCRD 134005 · % of assets, Hourly charges, Fixed fees · $77.2 million AUMState registeredNo commissions reportedOgorek Wealth Management, LLCSheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132 · Williamsville, NY 14221 · (716) 626-5000 · Financial planningCRD 105707 · % of assets, Fixed fees · $558.9 million AUMSEC registeredNo commissions reported
Rabenold Advisors, INC.5930 Main Street, Suite 400 · Williamsville, NY 14221 · (716) 568-8790 · Financial planningCRD 283882 · % of assets, Other · $35.6 million AUMSEC registeredNo commissions reportedRussell J. D'alba333 International Drive, Suite a · Williamsville, NY 14221 · (716) 626-1200 · Financial planningCRD 126347 · OtherState registeredNo commissions reportedShield Wealth Advisors2809 Wehrle Drive, Suite 9 · Williamsville, NY 14221 · (833) 457-1040 · Financial planningCRD 309538 · % of assets, Hourly charges · $68.4 million AUMSEC registeredNo commissions reportedTimothy C. Minneci333 International Drive, Suite a · Williamsville, NY 14221 · (716) 626-1200 · Financial planningCRD 169088 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedWny Asset Management, LLC6500 Sheridan Drive, Suite 200 · Williamsville, NY 14221 · (716) 626-0060 · Financial planningCRD 153872 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reported