Moldenhauer & Associates fees and pricing

Financial planner in Orchard Park, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 23, 2026, Moldenhauer & Associates charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.”

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

“In most cases, the annual account management fees are payable quarterly in advance and are computed as one quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”
“In the event a client terminates an advisory agreement with the firm, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”
“Likewise, in the event the firm bills clients in arrears for services that have already been rendered, we will prorate such fees up to the termination date of the advisory agreement.”

Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.

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
Clients: 1,152
Employees: 15
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $764,911,010
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 337303
Website: moldenhauerassociates.com (opens in new tab)
Phone: (716) 662-4361

Is something on this page wrong or out of date?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.