Stephen Czechowski
WNY Asset Management · Williamsville, New York
Stephen Czechowski 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.
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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 | $1.73B across 3,256 accounts |
| SEC registration | Investment adviser representative in NY · CRD 3126075 |
| Exams passed | Series 63 (1998) · Series 65 (2021) |
| Firm size | 35 employees |
| Disclosures | None reported |
| Website | www.cpafinancialnetwork.com |
How Stephen's firm compares
- WNY Asset Management's average account is about $531,000, from its Form ADV (assets managed divided by 3,256 accounts).
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Questions about Stephen
Is Stephen Czechowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, WNY Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Czechowski based?
Stephen Czechowski is based in Williamsville, New York.
Is Stephen Czechowski registered with the SEC?
Yes. Stephen Czechowski is registered as an investment adviser representative in NY (CRD 3126075), 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 Stephen Czechowski?
Through Stephen's website, www.cpafinancialnetwork.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
- 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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