# Andrew Lemay

> Andrew Lemay is a fee-only financial advisor at Note Advisors in Buffalo, New York. Andrew focuses on small business owners, tax planning and estate & legacy planning. Note Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-lemay/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Note Advisors
- **Based in:** Buffalo, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $437.0M across 1,183 accounts
- **Specialties:** Small business owners, Tax planning, Estate & legacy planning
- **CRD:** 8309014 (https://adviserinfo.sec.gov/individual/summary/8309014)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2026)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.noteadvisor.com

## Frequently asked questions

### Is Andrew Lemay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Note Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Note Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Lemay based?

Andrew Lemay is based in Buffalo, New York.

### What does Andrew specialize in?

Andrew's specialties include small business owners, tax planning and estate & legacy planning.

### Is Andrew Lemay registered with the SEC?

Yes. Andrew Lemay is registered as an investment adviser representative in NY (CRD 8309014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Note Advisors manage?

Note Advisors reports $437.0M across 1,183 accounts in assets under management.

### How do I contact Andrew Lemay?

Through Andrew's website, www.noteadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8309014): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.noteadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.