Hyjc Capital of Wny fees and pricing

Financial planner in Lakeville, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 15, 2026, Hyjc Capital of Wny charges a flat or project fee of $150⁠-⁠$2,650 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$150⁠-⁠$2,650
“Thereafter, clients may terminate the Investment Advisory Contract generally with 7 days' written notice. 3 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $150 and $2,650.”

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

How Hyjc Capital of Wny bills

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

  • “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
  • “Clients may terminate the agreement without penalty for a full refund of HCOWL's fees within five business days of signing the Investment Advisory Contract.”
  • “Clients may terminate the agreement without penalty, for full refund of HCOWL’s fees, within five business days of signing the Financial Planning Agreement.”

How Hyjc Capital of Wny’s fees compare

  • Its flat or project fee of $150-$2,650 is below the New York median of $4,500. 14% of the 251 other New York planners that publish a flat or project fee charge less.

About Hyjc Capital of Wny

  • Firm size: 2 employees.
  • Registered as an adviser: 2024 (2 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
272
Employees
2
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$82,552,678
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
325574
Website
hywealthmanagement.com (opens in new tab)
Phone
(585) 261-4435

Can advise clients in 4 states: Florida, Louisiana, New York, Texas

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