Ewm Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Projects will be billed on an hourly rate basis at a rate of $250.00 an hour.”

Flat or project fee

$2,400

“Comprehensive Financial Planning – Ongoing Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2400 or less and an ongoing fee that is paid monthly, in arrears, at the rate between $75.00 - $350.00 per month.”

Monthly fee

$60⁠-⁠$275/mo

“Such discounts range from $60 per month to as much as $275 per month for very small portfolios.”

Annual fee

$60⁠-⁠$7,500/yr

“The flat rate ranging between $60.00 to $7,500.00 per year.”

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

How Ewm Advisory bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Ewm Advisory’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 $2,400 is below the New York median of $4,500. 25% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in Buffalo that publish a flat or project fee charge less.
• Its annual fee of $60-$7,500 spans the New York median of $6,250. 31% of the 80 other New York planners that publish an annual fee charge less.
• 2 of the 3 other planners in Buffalo that publish an annual fee charge less.

About Ewm Advisory

• Principal: Gordon Stockman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

0.25% a year

Clients

21

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,565,823

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282616

Phone

(647) 270-9809

Other planners in Buffalo that publish fees

• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Capital Insights Group of Wny, LLC.Buffalo$250/hr, $1,500⁠-⁠$3,000
• Clarity AdvisorsBuffalo$150/hr, $3,000
• Delaware Avenue Advisors Inc.Buffalo$90⁠-⁠$150/hr, $500⁠-⁠$2,500
• Eudaimonia WealthBuffalo$300/hr, $500⁠-⁠$10,000
• Fahey FinancialBuffalo$150⁠-⁠$250/hr

Compare all 18 planners in Buffalo