Jeffrey Feldman
Rochester Financial Services · Pittsford, New York
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.
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Specialties
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 | $340.6M across 320 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2871630 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rochesterfinancial.com |
| Profile |
How Jeffrey's firm compares
- Rochester Financial Services's average account is about $1.1 million, from its Form ADV (assets managed divided by 320 accounts).
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Questions about Jeffrey
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.
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
- Rochester Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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