Ziad Wehbe
Balfour Capital Management · Rochester, New York
Ziad Wehbe is a fee-only financial advisor at Balfour Capital Management in Rochester, New York. Balfour Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Balfour Capital Management |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.8M across 29 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5773742 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.balfour401k.com |
How Ziad's firm compares
- Balfour Capital Management's average account is about $234,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Ziad
Is Ziad Wehbe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ziad holds no broker registration, and Balfour Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ziad charge for financial advice?
Ziad's firm, Balfour Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ziad Wehbe based?
Ziad Wehbe is based in Rochester, New York.
Is Ziad Wehbe registered with the SEC?
Yes. Ziad Wehbe is registered as an investment adviser representative in NY (CRD 5773742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balfour Capital Management manage?
Balfour Capital Management reports $6.8M across 29 accounts in assets under management.
How do I contact Ziad Wehbe?
Through Ziad's website, www.balfour401k.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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