Diane Kazak
WNY Asset Management · Williamsville, New York
Diane Kazak is a fee-only financial advisor at WNY Asset Management in Williamsville, New York. WNY Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WNY Asset Management |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.73B across 3,256 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1607779 |
| Exams passed | Series 63 (1999) · Series 65 (2024) |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | www.cpafinancialnetwork.com |
How Diane's firm compares
- WNY Asset Management's average account is about $531,000, from its Form ADV (assets managed divided by 3,256 accounts).
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Questions about Diane
Is Diane Kazak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and WNY Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diane charge for financial advice?
Diane's firm, WNY Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Diane Kazak based?
Diane Kazak is based in Williamsville, New York.
Is Diane Kazak registered with the SEC?
Yes. Diane Kazak is registered as an investment adviser representative in NY (CRD 1607779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WNY Asset Management manage?
WNY Asset Management reports $1.73B across 3,256 accounts in assets under management.
How do I contact Diane Kazak?
Through Diane's website, www.cpafinancialnetwork.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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