Fee-only financial advisors in Buffalo, New York
Which fee-only financial advisor should I talk to in Buffalo?
Start with a fee-only advisor in Buffalo whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jeffrey Wolniewicz of Under Par Planning, Brett Koeppel of Eudaimonia Wealth LLC and Chris Cinelli of Capital Insights Group of WNY, LLC., chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jeffrey Wolniewicz Under Par Planning Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Brett Koeppel Eudaimonia Wealth LLC Holds the CFP. Fees on file: percentage of assets.
- Chris Cinelli Capital Insights Group of WNY, LLC. Holds the CFP. Fees on file: percentage of assets, hourly.
- Thomas Hanlon Courier Capital Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Shawn Glogowski Note Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Taunya Abaya Abaya Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 42
- Firms
- 13
- Hold the CFP
- 40%
- Other credentials: CFA 10% · ChFC 7%
- How they charge (of 42 with fees on file): percentage of assets 100% · fixed fees 55% · hourly 40% · one-time planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Buffalo by what you need
Find an advisor in New York by fee, assets, or credential
Questions about fee-only advisors in Buffalo
How many fee-only advisors in Buffalo are there?
The Wellspent public graph lists 42 fee-only advisors in Buffalo, at 13 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Buffalo focus on?
The most common focus among fee-only advisors in Buffalo is estate planning (23), followed by ultra-high-net-worth families (15) and retirement planning (13). Advisors can list more than one.
How do fee-only advisors in Buffalo charge?
All 42 fee-only advisors in Buffalo with fees on file charge a percentage of assets. Many use more than one: 55% charge fixed fees and 40% charge by the hour.
How much do fee-only financial advisors charge in New York?
Fee-only financial advisors in New York charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 33 New York firms.
How many fee-only advisors in Buffalo hold the CFP?
40% of the 42 fee-only advisors in Buffalo hold the CFP certification, based on the credentials listed on each record.
Does New York tax income on top of federal tax?
Yes. New York has a state income tax, so a financial plan for a New York resident should project it alongside federal tax.
Is there a local income tax in New York?
Yes. In New York, New York City and Yonkers add their own income tax.
How current is this list of fee-only advisors in Buffalo?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 42 advisors in Buffalo
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brett Koeppel | Eudaimonia Wealth LLC | Buffalo | CFP | Percentage of assets |
| Jeffrey Wolniewicz | Under Par Planning | Buffalo | CFP, ChFC, CLU, MBA | Ongoing planning fee, Percentage of assets |
| Caleb Jennings | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Evan Kraft | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| James Warner | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| John Gullo | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Justin Sanderson | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Timothy Domino | Sanderson Wealth Management | Buffalo | CFP | Percentage of assets |
| Shawn Glogowski | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Conway | Note Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Michael Brady Approachable planning, without compromise. Many have accounts, if you have a plan. | Clarity Advisors | Buffalo | Not listed | Percentage of assets, One-time planning fee |
| Phillip Frattali | Sanderson Wealth Management | Buffalo | CFA | Percentage of assets |
| Taunya Abaya | Abaya Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Robert Miller, Jr | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Waring | Note Advisors | Buffalo | ChFC | Percentage of assets, Hourly |
| William Hudson | Miller Gesko Wealth Management | Buffalo | CFP | Percentage of assets, Hourly |
| Angelo D'Amato Goodenough | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Carl Bader | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Chris Cinelli | Capital Insights Group of WNY, LLC. | Buffalo | CFP | Percentage of assets, Hourly |
| John Sanderson | Sanderson Wealth Management | Buffalo | Not listed | Percentage of assets |
| Andrew Lemay | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Colten Kitcho | Note Advisors | Buffalo | Not listed | Percentage of assets, Hourly |
| Jeremy Wadsworth | North Woods Wealth Management | Buffalo | CFA | Percentage of assets, Fixed fees |
| Evan Coppola | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Henry Urban | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Jeremy Hudson | Miller Gesko Wealth Management | Buffalo | Not listed | Percentage of assets, Hourly |
| William Wadsworth | North Woods Wealth Management | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Matthew Makowski | Ibis Capital Management | Buffalo | Not listed | Percentage of assets, Hourly |
| Bruce Carrow | Capital Insights Group of WNY, LLC. | Buffalo | CFP, ChFC | Percentage of assets, Hourly |
| Michael Angelucci | Level Financial Advisors | Buffalo | CFP | Percentage of assets, Hourly |
| Thomas Hanlon | Courier Capital | Buffalo | CFP | Percentage of assets, Fixed fees |
| Lawrence Whistler | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |
| Ryan Coppola | Courier Capital | Buffalo | CFA | Percentage of assets, Fixed fees |
| Braden Semlitsch | Capital Insights Group of WNY, LLC. | Buffalo | Not listed | Percentage of assets, Hourly |
| Jason Stronz | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Joseph Chappius | Under PAR Planning | Buffalo | Not listed | Percentage of assets, Hourly |
| Jozef Kuzmkowski | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Michael Brace | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Rebecca Westervelt | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Ryan Hanlon | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| Stephen Fassel | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
| William Gurney | Courier Capital | Buffalo | Not listed | Percentage of assets, Fixed fees |
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