Florian Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $2,000, depending on the specific arrangement reached with the client.”

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

How Florian Financial Group LLC bills

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

• “The balance is due upon completion of the plan.”
• “Fees for advice and services provided to ERISA retirement plans fees are negotiable between Florian Financial Group LLC and the plan sponsor.”
• “If Client terminates this agreement within five business days of its signing, Client will receive a full refund of all fees and expenses.”

How Florian Financial Group LLC’s fees compare

• Its flat or project fee of $500-$2,000 is below the New York median of $4,500. 12% of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 5 other planners in Williamsville that publish a flat or project fee charge less.

About Florian Financial Group LLC

• Firm size: 8 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Insurance analysis
• 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

1.2% a year

Clients

245

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$214,969,672

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123869

Website

florianfinancialgroup.com (opens in new tab)

Phone

(716) 810-9590

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
• Countryside Financial LLCWilliamsville$250/hr, $500⁠-⁠$2,500
• Emergent Wealth Advisors, LLCWilliamsville$7,500
• 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