Jeffrey Wolniewicz
Under Par Planning · Buffalo, New York
Jeffrey Wolniewicz is a fee-only financial advisor at Under Par Planning in Buffalo, New York, who holds the CFP, ChFC and CLU credentials.
- $3,600
- Ongoing planning, per year, from
- $900
- One-time plan, from
- $33M
- Firm assets managed
- $171,000
- Firm's average account
Who Jeffrey works with
- Early-career professionals
- High earners
How does Jeffrey's firm compare?
-
Ongoing planning starts at $3,600 a year, in line with the New York median of $3,600 for fee-only firms that publish prices.
-
A one-time plan starts at $900, below the New York median of $2,500 for fee-only firms that publish prices.
-
Under Par Planning's average account is about $171,000, from its Form ADV (assets managed divided by 193 accounts).
Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $33.0M across 193 accounts |
| Credentials | CFP · ChFC · CLU · MBA · RICP · RLP |
| SEC registration | Investment adviser representative in NY · CRD 5997883 |
| Exams passed | Series 63 (2012) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | underparplanning.com |
| Profile |
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Buffalo
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Under Par Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.