Countryside Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Income Tax Planning For work performed on an hourly basis, we charge a fee of $250 per hour, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Flat or project fee

$500⁠-⁠$2,500

“The Platinum Plan One Time Fee: $500 Ideal for young accumulators or clients with minimal complexity. 2 meetings One Time Fee: $1,500 Ideal for clients nearing retirement who are in need of a comprehensive roadmap. 3-4 meetings One Time Fee: $2,500 Ideal for clients with complex financial needs. 4-6 meetings Silver…”

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

How Countryside Financial LLC bills

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

• “Fees for assets managed through the AssetMark Platform are payable quarterly in advance based on the market value of your assets managed on the AssetMark Platform at the end of the previous quarter.”
• “If an account is opened on the AssetMark Platform on a day other than the beginning of a billing period, you will be billed monthly based on actual days the funds are invested, until the next quarterly billing period has begun.”
• “Whether it's a fixed fee engagement or an hourly fee engagement, half of the fee is payable at the beginning of the engagement and half of the fee is payable upon completion of the work to be performed.”

How Countryside Financial 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 $500-$2,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Williamsville that publish a flat or project fee charge less.

About Countryside Financial LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

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

248

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$73,236,814

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337489

Website

countrysidefinancialny.com (opens in new tab)

Phone

(716) 256-1330

Can advise clients in 2 states: Florida, New York

Other planners in Williamsville that publish fees

• Buffalo First Wealth Management, LLCWilliamsville$250/hr, $1,000⁠-⁠$15,000
• 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