# Jeffrey Feldman

> Jeffrey Feldman is a fee-only financial advisor at Rochester Financial Services in Pittsford, New York, who holds the CFP credential. Jeffrey focuses on tax planning, estate & legacy planning and small business owners. Rochester Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Rochester Financial Services
- **Based in:** Pittsford, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $340.6M across 320 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 2871630 (https://adviserinfo.sec.gov/individual/summary/2871630)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.rochesterfinancial.com

## Frequently asked questions

### Is Jeffrey Feldman a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Rochester Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Feldman based?

Jeffrey Feldman is based in Pittsford, New York.

### What does Jeffrey specialize in?

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

### What credentials does Jeffrey Feldman hold?

Jeffrey Feldman holds the CFP credential.

### Is Jeffrey Feldman registered with the SEC?

Yes. Jeffrey Feldman is registered as an investment adviser representative in NY (CRD 2871630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rochester Financial Services manage?

Rochester Financial Services reports $340.6M across 320 accounts in assets under management.

### How do I contact Jeffrey Feldman?

Through Jeffrey's website, www.rochesterfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2871630): 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://rochesterfinancial.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.