Fee-OnlyFinder

% of assets managed in Williamsville, NY

16 advisers in Williamsville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 16

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 reportedMembers Advisory Group, LLC6750 Main Street · Williamsville, NY 14221 · (716) 632-4066 · % of assets managedCRD 153723 · % of assets · $443.2 million AUMSEC registeredNo commissions reported
Northcape 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 reportedRabenold 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 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 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