Firm
Fiduciary First Advising
Rochester, New York
Fee-only
Fiduciary First Advising at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 44 individual clients, 8 of them high net worth.
- Its average account is about $207,000 (assets it manages divided by its 95 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rochester, New York |
|---|---|
| Website | fiduciaryfirstadvising.com |
| Phone | (585) 330-8031 |
Fiduciary First Advising fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"It generally starts at 1% annually in most base case scenarios and goes down from there" source
"All of my services are included in an Assets Under Management (AUM)." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 36 |
| High-net-worth clients | 8 |
| Accounts managed | 95 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 317659 |