Top Financial Advisors in Williamsville, NY

322 fee-only62 CFP certifiedMedian fee: 1.23% on $500K

Top Advisors in Williamsville

Median Advisor Fee

Williamsville1.23%
National1.15%
7% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only61%
Includes Commission39.0%

Top Credentials

CFP62 advisors
CFA4 advisors

Frequently Asked Questions

How much does a financial advisor cost in Williamsville?

The median advisory fee in Williamsville, NY is 1.23% of assets under management. This is 7% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Williamsville?

There are 322 fee-only financial advisors in Williamsville, NY, representing 61% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Williamsville financial advisor?

The most common professional designation among Williamsville advisors is the CFP (Certified Financial Planner), held by 62 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 528 Financial Advisors in Williamsville, NY (2026) | TrueAdvisor