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Financial advisors · New York

Fee-only financial advisors in Pittsford, NY

From SEC and state Form ADV filingsUpdated 2026-11-07

21 fee-only investment advisers have offices in Pittsford, New York, according to their Form ADV filings with the SEC and state regulators. 8 offer hourly or flat-fee arrangements, 12 charge only a percentage of the assets they manage, and 16 provide financial planning. 20 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 21 of 21

Post Resch Tallon Group

1163 Pittsford-Victor Road Suite 240, Pittsford, NY 14534 · (585) 249-1030

  • Percentage of assets
  • Financial planning
Assets managed
$340M
Individual clients
440
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Kickstand Wealth Advisors

1250 Pittsford Victor RD., Bldg. 200, Suite 290, Pittsford, NY 14534 · (585) 382-8600

  • Percentage of assets
  • Financial planning
Assets managed
$633M
Individual clients
376
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Flower City Capital LLC

1 Fishers RD Suite 220, Pittsford, NY 14534 · (585) 236-8501

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$445M
Individual clients
227
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Factorpoint Planning, LLC

20 Office Park Way Unit 120, Pittsford, NY 14534 · (585) 895-7506

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$288M
Individual clients
141
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Professional Financial

1159 Pittsford-Victor RD Suite 120, Pittsford, NY 14534 · (585) 218-9080

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$226M
Individual clients
93
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Ashford Advisors, LLC

30 B Grove Street, Pittsford, NY 14534 · (585) 697-0362

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$943M
Individual clients
51
Advisory staff
3
Registered with
SEC

Profile · SEC record

JQL Wealth

Pittsford, NY (office address not published) · (570) 332-5680

  • Percentage of assets
  • Financial planning
Assets managed
$45M
Individual clients
21
Advisory staff
1
Registered with
SEC

Profile · SEC record

Upstate Advisers Inc

2 Thornell Road, Pittsford, NY 14534 · (585) 209-9788

  • Percentage of assets
  • Financial planning
Assets managed
$34M
Individual clients
13
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Royale Asset Management LLC

Pittsford, NY (office address not published) · (585) 737-5381

  • Percentage of assets
  • Fixed fee
Assets managed
$53M
Individual clients
Under 5
Advisory staff
1
Registered with
SEC

Profile · SEC record

Two Point Capital Management, Inc.

4 S Main Street, Pittsford, NY 14534 · (585) 586-1731

  • Percentage of assets
  • Financial planning
Assets managed
$311M
Individual clients
106
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Pittsford

Another 35 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Pittsford?

Form ADV records how firms charge, not what they charge. Of the 21 firms listed here, 8 offer hourly or flat fees and 21 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Pittsford advisers selected?

Every registered investment adviser with an office in Pittsford that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.