# Joseph Mineo

> Joseph Mineo 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.

Page: https://find.wellspent.co/advisors/joseph-mineo/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $1.73B across 3,256 accounts
- **CRD:** 4384286 (https://adviserinfo.sec.gov/individual/summary/4384286)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2001), Series 65 (2022)
- **Firm size:** 35 employees
- **Disclosures:** None reported
- **Website:** http://www.cpafinancialnetwork.com

## Frequently asked questions

### Is Joseph Mineo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?

Joseph's firm, WNY Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Mineo based?

Joseph Mineo is based in Williamsville, New York.

### Is Joseph Mineo registered with the SEC?

Yes. Joseph Mineo is registered as an investment adviser representative in NY (CRD 4384286), 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 Joseph Mineo?

Through Joseph's website, www.cpafinancialnetwork.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4384286): 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

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