PlannerFees

Delaware Avenue Advisors Inc. fees and pricing

Financial planner in Buffalo, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 9, 2026, Delaware Avenue Advisors Inc. charges $90⁠-⁠$150 an hour, a flat or project fee of $500⁠-⁠$2,500, and an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$90⁠-⁠$150/hr
“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $90 -$150.”
Flat or project fee
$500⁠-⁠$2,500
“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $2,500.”
Annual fee
$2,500/yr
“ERISA Fiduciary service fees can also be in that range, but can exceed $2,500 per annum based on the number and type of Fiduciary services being provided.”

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

How Delaware Avenue Advisors Inc. bills

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

  • “Fees are paid quarterly in advance, and clients may terminate their contracts with one day written notice.”
  • “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
  • “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

How Delaware Avenue Advisors Inc.’s fees compare

  • Its hourly rate of $90-$150 is below the New York median of $300. 2% of the 301 other New York planners that publish an hourly rate charge less.
  • 1 of the 11 other planners in Buffalo 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.
  • None of the 7 other planners in Buffalo that publish a flat or project fee charge less.
  • Its annual fee of $2,500 is below the New York median of $6,250. 15% of the 80 other New York planners that publish an annual fee charge less.
  • None of the 3 other planners in Buffalo that publish an annual fee charge less.

About Delaware Avenue Advisors Inc.

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Divorce

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
Minimum
No minimum stated in brochure
Clients
85
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$28,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
160020
Website
delawareavenue.co (opens in new tab)
Phone
(716) 633-4372

Other planners in Buffalo that publish fees

Compare all 18 planners in Buffalo

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.