Under Par Planning LLC fees and pricing

Financial planner in Buffalo, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 28, 2026, Under Par Planning LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The hourly rate for financial planning services is $250.”

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

“Upon completion of the engagement, no ongoing monitoring or advisory services are provided unless the client enters into a new agreement with UPP.”
“For all advisory services, pricing is negotiable at the discretion of the firm based on factors such as complexity, asset size, and the depth of services required.”
“Advisory services are billed quarterly in arrears unless otherwise specified below.”

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: 0.75% a year
Clients: 75
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $32,973,144
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 306930
Website: youtube.com/channel/UC1pOdSfMQ0mXjilZZWANR-g (opens in new tab)
Phone: (716) 575-2500

Is something on this page wrong or out of date?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