Buffalo First Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250.”

Flat or project fee

$1,000⁠-⁠$15,000

“The rate for creating client financial plans is between $1000 and $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Buffalo First Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The asset-based wrap fee is charged quarterly in arrears.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Buffalo First Wealth Management, LLC’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 3 other planners in Williamsville that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the New York median of $4,500. 77% of the 251 other New York planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Williamsville that publish a flat or project fee charge less.

About Buffalo First Wealth Management, LLC

• Firm size: 4 employees.
• Founded: 2013 (13 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

1.25% a year

Clients

445

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and insurance companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$91,738,676

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168937

Website

buffalofirstllc.com (opens in new tab)

Phone

(716) 861-7371

Can advise clients in 3 states: Florida, North Carolina, New York

Other planners in Williamsville that publish fees

• Countryside Financial LLCWilliamsville$250/hr, $500⁠-⁠$2,500
• Emergent Wealth Advisors, LLCWilliamsville$7,500
• Florian Financial Group LLCWilliamsville$500⁠-⁠$2,000
• O'bannon & Davis Inc.Williamsville$250/hr, $2,500
• Wny Asset Management, LLCWilliamsville$150⁠-⁠$350/hr, $600⁠-⁠$30,000

Compare all 11 planners in Williamsville