Keith Maderer
Senior Financial and Tax · Orchard Park, New York
Keith Maderer is a fee-only financial advisor at Senior Financial and Tax in Orchard Park, New York. Keith focuses on retirement planning, estate & legacy planning and tax planning. Senior Financial and Tax reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Senior Financial and Tax |
|---|---|
| Based in | Orchard Park, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $40.7M across 87 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1036078 |
| Exams passed | Series 63 (1988) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sftaweb.com |
| Profile |
How Keith's firm compares
- Senior Financial and Tax's average account is about $468,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Keith
Is Keith Maderer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Senior Financial and Tax reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Senior Financial and Tax, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Keith Maderer based?
Keith Maderer is based in Orchard Park, New York.
What does Keith specialize in?
Keith's specialties include retirement planning, estate & legacy planning and tax planning.
Is Keith Maderer registered with the SEC?
Yes. Keith Maderer is registered as an investment adviser representative in NY (CRD 1036078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Senior Financial and Tax manage?
Senior Financial and Tax reports $40.7M across 87 accounts in assets under management.
How do I contact Keith Maderer?
Through Keith's website, www.sftaweb.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
- Senior Financial and Tax 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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