Paramount Wealth Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Paramount Wealth Advisors charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are negotiable and may be higher or lower than this range, based on the nature of the account, and the origin of the client.”
“Financial planning fees will be invoiced upon completion of the work based on the number of hours spent constructing the plan.”
“The advisory fee is paid quarterly, in advance, and the value used for the fee calculation is the net value as of the last market day of the previous quarter.”

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.

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: 1.5% a year
Clients: 56
Employees: 3
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $37,639,930
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 312399
Website: linkedin.com/company/invictus-advisory-services?trk=public_profile_topcard-current-company (opens in new tab)
Phone: (716) 712-0127

Can advise clients in 2 states: New York, Wisconsin

Is something on this page wrong or out of date?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