Firm
Moldenhauer & Associates
Orchard Park, New York
Fee-only
Moldenhauer & Associates at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the ChFC.
- Its Form ADV reports 15 employees and 1,152 individual clients, 232 of them high net worth.
- Its average account is about $390,000 (assets it manages divided by its 1,962 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Orchard Park, New York |
|---|---|
| Website | moldenhauerassociates.com |
| Phone | (716) 662-4361 |
Moldenhauer & Associates fees
Moldenhauer & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $765 million |
| Individual clients | 920 |
| High-net-worth clients | 232 |
| Accounts managed | 1,962 |
| Employees | 15 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-134292) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 337303 |