Note Advisors, 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.

Hourly rate

$150⁠-⁠$350/hr

“Hourly rates range from $150 – $350 for all investment professionals at Note Advisors.”

Flat or project fee

$2,500⁠-⁠$50,000

“Fixed fees will typically range from $2,500 to $50,000, depending upon the nature and complexity of the assignment.”

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

How Note Advisors, LLC bills

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

• “Fees are negotiable and will depend on the anticipated complexity of your plan.”
• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the assignment.”
• “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”

How Note Advisors, LLC’s fees compare

• Its hourly rate of $150-$350 spans 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 $2,500-$50,000 spans the New York median of $4,500. 97% of the 251 other New York planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Buffalo that publish a flat or project fee charge less.

About Note Advisors, LLC

• Firm size: 11 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning

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

2% a year

Clients

518

Employees

11

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$436,965,505

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171466

Website

noteadvisor.com (opens in new tab)

Phone

(716) 256-1682

Can advise clients in 3 states: Florida, New York, Texas

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
• Ewm AdvisoryBuffalo$250/hr, $2,400

Compare all 18 planners in Buffalo