Abaya Wealth Management LLC fees and pricing
Financial planner in Buffalo, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, Abaya Wealth Management LLC charges a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$5,000
“The price for creating client financial plans is $2000 - $5000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abaya Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Abaya Wealth Management LLC bills based on the balance on the first day of the billing period. b.”
- “The fees are negotiable, and the final fee schedule is attached as Exhibit II of the Financial Planning Agreement. 6 B.”
- “Or Hourly Pension Consulting Fees: paid monthly by check. d.”
How Abaya Wealth Management LLC’s fees compare
- Its flat or project fee of $2,000-$5,000 spans the New York median of $4,500. 44% of the 251 other New York planners that publish a flat or project fee charge less.
- 5 of the 7 other planners in Buffalo that publish a flat or project fee charge less.
About Abaya Wealth Management LLC
“Abaya Wealth Management LLC offers ongoing portfolio management services based on each client’s individual goals, objectives, time horizon, and risk tolerance. Abaya Wealth Management LLC offers the same suite of services to all its clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.15% a year
- Clients
- 57
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $23,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317534
- Phone
- (716) 345-0110
Other planners in Buffalo that publish fees
- Capital Insights Group of Wny, LLC.Buffalo$250/hr, $1,500-$3,000
- Clarity AdvisorsBuffalo$150/hr, $3,000
- Delaware Avenue Advisors Inc.Buffalo$90-$150/hr, $500-$2,500
- Eudaimonia WealthBuffalo$300/hr, $500-$10,000
- Ewm AdvisoryBuffalo$250/hr, $2,400
- Fahey FinancialBuffalo$150-$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.