Wny Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $600 to $30,000 on a fixed fee basis, and from $150 to $350 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$600⁠-⁠$30,000

From the same sentence as above.

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

How Wny Asset Management, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients monthly in advance, based upon the market value of the assets on the last business day of the previous month. 7 C.”
• “Registrant's annual investment advisory fee shall be prorated and paid monthly, in advance, based upon the market value of the assets on the last business day of the previous month.”

How Wny Asset Management, 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.
• None of the 3 other planners in Williamsville that publish an hourly rate charge less.
• Its flat or project fee of $600-$30,000 spans the New York median of $4,500. 92% of the 251 other New York planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Williamsville that publish a flat or project fee charge less.

About Wny Asset Management, LLC

• Firm size: 35 employees.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate 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

1.3% a year

Clients

3,234

Employees

35

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$1,729,468,767

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

153872

Website

cpafinancialnetwork.com (opens in new tab)

Phone

(716) 626-0060

Can advise clients in 22 states: Arizona, California, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Williamsville that publish fees

• Buffalo First Wealth Management, LLCWilliamsville$250/hr, $1,000⁠-⁠$15,000
• Countryside Financial LLCWilliamsville$250/hr, $500⁠-⁠$2,500
• Emergent Wealth Advisors, LLCWilliamsville$7,500
• Florian Financial Group LLCWilliamsville$500⁠-⁠$2,000
• O'bannon & Davis Inc.Williamsville$250/hr, $2,500

Compare all 11 planners in Williamsville