Western New York Financial Group, LLC fees and pricing
Financial planner in Buffalo, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Western New York Financial Group, LLC charges $200 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
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
- $200/hr
“Consulting services are provided at an hourly rate of $200.”
- Flat or project fee
- $1,500-$5,000
“The fixed fee ranges from $1,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Western New York Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We collect half of the fee up front, and the remainder upon delivery of the financial plan.”
- “Our fee is negotiable and may be waived at our discretion.”
- “At the final meeting we will present you with an invoice of the remaining balance that is due within 15 days of receipt.”
How Western New York Financial Group, LLC’s fees compare
- Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
- 4 of the 11 other planners in Buffalo that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the New York median of $4,500. 41% of the 251 other New York planners that publish a flat or project fee charge less.
- 4 of the 7 other planners in Buffalo that publish a flat or project fee charge less.
About Western New York Financial Group, LLC
“We offer comprehensive financial planning and financial consulting services as well as estate settlement services.”
- Firm size: 2 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
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
- Clients
- 199
- Employees
- 2
- Works with
- Individuals, banks, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $84,133,024
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306083
- Website
- wnyfg.com (opens in new tab)
- Phone
- (716) 743-6262
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
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.