# Jeffrey Wolniewicz

> Jeffrey Wolniewicz is a fee-only financial advisor at Under Par Planning in Buffalo, New York, who holds the CFP, ChFC and CLU credentials. Jeffrey charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $3,600 a year and one-time plans from $900).

Page: https://find.wellspent.co/advisors/jeffrey-wolniewicz/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Under Par Planning
- **Based in:** Buffalo, New York
- **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year; one-time plans from $900; 0.59% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $33.0M across 193 accounts
- **Credentials:** CFP, ChFC, CLU, MBA, RICP, RLP
- **Works with:** Early-career professionals, High earners
- **CRD:** 5997883 (https://adviserinfo.sec.gov/individual/summary/5997883)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2012), Series 65 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://underparplanning.com

## Frequently asked questions

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

Yes. Jeffrey Wolniewicz is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.

### How does Jeffrey Wolniewicz charge for financial advice?

Jeffrey Wolniewicz charges an ongoing planning fee, a percentage of assets and a one-time planning fee.

### How much does Jeffrey Wolniewicz charge?

According to Under Par Planning's website, checked October 28, 2026: ongoing planning from $3,600 a year; one-time plans from $900; 0.59% a year on the first tier of assets managed.

### Where is Jeffrey Wolniewicz based?

Jeffrey Wolniewicz is based in Buffalo, New York.

### What credentials does Jeffrey Wolniewicz hold?

Jeffrey Wolniewicz holds the CFP, ChFC, CLU, MBA, RICP and RLP credentials.

### Is Jeffrey Wolniewicz registered with the SEC?

Yes. Jeffrey Wolniewicz is registered as an investment adviser representative in NY (CRD 5997883), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Under Par Planning manage?

Under Par Planning reports $33.0M across 193 accounts in assets under management.

### How do I contact Jeffrey Wolniewicz?

Through Jeffrey Wolniewicz's website, underparplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47470): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://underparplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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