Piano Wealth Management fees and pricing

Published fees

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

Hourly rate

$250/hr

“The hourly fee is generally $250 an hour.”

Flat or project fee

$500⁠-⁠$2,500

“The range of fees for fixed planning are generally between $500 to $2,500.”

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

How Piano Wealth Management bills

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

• “Fees are negotiable depending upon the complexity and scope of the plan, your financial situation, and the amount of time and expertise required.”
• “We do not require you to pay fees six or more months in advance and in excess of $500.”
• “Page 8 of 29 Disclosure Brochure Asset Management/Investment Management Services Investment advisory fees are paid monthly in arrears based on the terms of the investment advisory agreement.”

How Piano Wealth Management’s fees compare

• 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.
• 1 of the 2 other planners in Victor that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.

About Piano Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

1.5% a year

Clients

47

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$50,602,463

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317854

Website

linkedin.com/in/david-piano-57745b49 (opens in new tab)

Phone

(585) 204-0001

Other planners in Victor that publish fees

• FLFS Advisory LLCVictor$250⁠-⁠$1,500/hr
• Prosperity Advisory Group LLCVictor$100⁠-⁠$300/hr, $500/yr
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 5 planners in Victor