Emergent Wealth Advisors, LLC fees and pricing

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

$7,500

“FINANCIAL PLANNING and CONSULTING Emergent charges a negotiable fixed fee with a maximum of $7,500 for financial planning.”

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

How Emergent Wealth Advisors, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For accounts closed mid-quarter, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Emergent Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $7,500 is above the New York median of $4,500. 75% of the 251 other New York planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Williamsville that publish a flat or project fee charge less.

About Emergent Wealth Advisors, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

370

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$249,075,065

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174845

Website

emergentwa.com (opens in new tab)

Phone

(716) 828-8390

Can advise clients in 4 states: California, Florida, New York, Tennessee

Other planners in Williamsville that publish fees

• Buffalo First Wealth Management, LLCWilliamsville$250/hr, $1,000⁠-⁠$15,000
• Countryside Financial LLCWilliamsville$250/hr, $500⁠-⁠$2,500
• 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