Fee-OnlyFinder

Flat / fixed fees in Williamsville, NY

14 advisers in Williamsville offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 14

Amazz Investment Management, INC.5214 Main Street #200 · Williamsville, NY 14221 · (716) 839-5252 · Flat / fixed feesCRD 126545 · % of assets, Fixed fees · $78.3 million AUMSEC registeredNo commissions reportedBentham 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 reportedDopkins Wealth Management, LLC200 International Drive · Williamsville, NY 14221 · (716) 634-8800 · Flat / fixed feesCRD 124209 · % of assets, Fixed fees · $717.0 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 reported
O'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 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