Capital Insights Group of Wny, LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for Capital Insights Group of WNY, LLC. is typically $250 per hour, although it can vary based on the scope and nature of the planning required, and on the complexity involved.”

Flat or project fee

$1,500⁠-⁠$3,000

“Our fixed fee typically ranges from $1,500 to $3,000 depending on the scope of the project.”

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

How Capital Insights Group of Wny, LLC. bills

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

• “After the agreed upon work is completed, clients may elect to request further services, as needed, payable at an agreed upon rate, and as outlined in a Financial Planning Agreement.”

How Capital Insights Group of Wny, 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.
• 6 of the 11 other planners in Buffalo that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,000 is below the New York median of $4,500. 24% of the 251 other New York planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Buffalo that publish a flat or project fee charge less.

About Capital Insights Group of Wny, LLC.

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

128

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$58,588,365

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282909

Phone

(716) 309-4109

Other planners in Buffalo that publish fees

• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• 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

Compare all 18 planners in Buffalo