# Flat-fee financial advisors in Rochester, NY

> AdvisorCensus lists 60 investment advisory firms with a principal office in the Rochester metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/rochester/flat-fee

## At a glance

- Investment advisory firms: 60
- Registration: SEC-registered investment adviser: 47, State-registered investment adviser: 13
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 20 (33%); Percentage of assets 53 (88%); Hourly charges 37 (62%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 60 (100%); Commissions 3 (5%); Performance-based fees 6 (10%); Other 5 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 7 (12%); $25 million to $100 million 13 (22%); $100 million to $500 million 19 (32%); $500 million to $1 billion 8 (13%); $1 billion to $5 billion 7 (12%); Over $5 billion 1 (2%); Not reported 5 (8%)
- Years registered: Under 5 years 17 (28%); 5 to 9 years 17 (28%); 10 to 19 years 15 (25%); 20 years or more 11 (18%)

## Firms (page 1 of 2, 1 to 50 of 60, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Alesco Advisors, LLC, an ESL Company](https://advisorcensus.com/firm/alesco-advisors-llc-an-esl-company-pittsford-ny-339091) ([md](https://advisorcensus.com/firm/alesco-advisors-llc-an-esl-company-pittsford-ny-339091.md)) | 339091 | Pittsford, NY | SEC-registered investment adviser | Over $5 billion | 0 | % of assets, Fixed fee, Other |
| [Ashford Advisors, LLC](https://advisorcensus.com/firm/ashford-advisors-llc-pittsford-ny-114238) ([md](https://advisorcensus.com/firm/ashford-advisors-llc-pittsford-ny-114238.md)) | 114238 | Pittsford, NY | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee, Performance fee, Other |
| [Blue Horizon Equity, Inc.](https://advisorcensus.com/firm/blue-horizon-equity-inc-pittsford-ny-341095) ([md](https://advisorcensus.com/firm/blue-horizon-equity-inc-pittsford-ny-341095.md)) | 341095 | Pittsford, NY | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee |
| [Boyd Capital](https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070) ([md](https://advisorcensus.com/firm/boyd-capital-rochester-ny-312070.md)) | 312070 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Bright Futures Wealth Management, LLC](https://advisorcensus.com/firm/bright-futures-wealth-management-llc-webster-ny-284920) ([md](https://advisorcensus.com/firm/bright-futures-wealth-management-llc-webster-ny-284920.md)) | 284920 | Webster, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Brighton Securities Corp.](https://advisorcensus.com/firm/brighton-securities-corp-rochester-ny-3875) ([md](https://advisorcensus.com/firm/brighton-securities-corp-rochester-ny-3875.md)) | 3875 | Rochester, NY | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets, Hourly, Fixed fee, Commissions |
| [Candace Shira Associates, LLC](https://advisorcensus.com/firm/candace-shira-associates-llc-pittsford-ny-165984) ([md](https://advisorcensus.com/firm/candace-shira-associates-llc-pittsford-ny-165984.md)) | 165984 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Capital Designs](https://advisorcensus.com/firm/capital-designs-rochester-ny-125617) ([md](https://advisorcensus.com/firm/capital-designs-rochester-ny-125617.md)) | 125617 | Rochester, NY | State-registered investment adviser | Not reported | 38 | Hourly, Fixed fee |
| [Capstone Investment Financial Group, LLC](https://advisorcensus.com/firm/capstone-investment-financial-group-llc-webster-ny-122575) ([md](https://advisorcensus.com/firm/capstone-investment-financial-group-llc-webster-ny-122575.md)) | 122575 | Webster, NY | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clover Leaf Financial LLC](https://advisorcensus.com/firm/clover-leaf-financial-llc-fairport-ny-335751) ([md](https://advisorcensus.com/firm/clover-leaf-financial-llc-fairport-ny-335751.md)) | 335751 | Fairport, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [COOPER/HAIMS Advisors, LLC](https://advisorcensus.com/firm/cooper-haims-advisors-llc-victor-ny-124122) ([md](https://advisorcensus.com/firm/cooper-haims-advisors-llc-victor-ny-124122.md)) | 124122 | Victor, NY | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Core Alpha, Inc.](https://advisorcensus.com/firm/core-alpha-inc-rochester-ny-119635) ([md](https://advisorcensus.com/firm/core-alpha-inc-rochester-ny-119635.md)) | 119635 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Davie Kaplan Wealth Care Advisors, LLC](https://advisorcensus.com/firm/davie-kaplan-wealth-care-advisors-llc-rochester-ny-140436) ([md](https://advisorcensus.com/firm/davie-kaplan-wealth-care-advisors-llc-rochester-ny-140436.md)) | 140436 | Rochester, NY | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Develop Capital Partners, LP.](https://advisorcensus.com/firm/develop-capital-partners-lp-pittsford-ny-338965) ([md](https://advisorcensus.com/firm/develop-capital-partners-lp-pittsford-ny-338965.md)) | 338965 | Pittsford, NY | SEC-registered investment adviser | $500 million to $1 billion | 0 | Fixed fee, Performance fee |
| [Elevation Investment Consulting](https://advisorcensus.com/firm/elevation-investment-consulting-rochester-ny-157054) ([md](https://advisorcensus.com/firm/elevation-investment-consulting-rochester-ny-157054.md)) | 157054 | Rochester, NY | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Elevatus Wealth Management, LLC](https://advisorcensus.com/firm/elevatus-wealth-management-llc-victor-ny-325629) ([md](https://advisorcensus.com/firm/elevatus-wealth-management-llc-victor-ny-325629.md)) | 325629 | Victor, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Engleson & Associates](https://advisorcensus.com/firm/engleson-and-associates-rochester-ny-126349) ([md](https://advisorcensus.com/firm/engleson-and-associates-rochester-ny-126349.md)) | 126349 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Commissions |
| [Factorpoint Planning, LLC](https://advisorcensus.com/firm/factorpoint-planning-llc-pittsford-ny-341229) ([md](https://advisorcensus.com/firm/factorpoint-planning-llc-pittsford-ny-341229.md)) | 341229 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Fiduciary First Advising, LLC](https://advisorcensus.com/firm/fiduciary-first-advising-llc-rochester-ny-317659) ([md](https://advisorcensus.com/firm/fiduciary-first-advising-llc-rochester-ny-317659.md)) | 317659 | Rochester, NY | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Fien Capital Management, LLC](https://advisorcensus.com/firm/fien-capital-management-llc-rochester-ny-114951) ([md](https://advisorcensus.com/firm/fien-capital-management-llc-rochester-ny-114951.md)) | 114951 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [Flower City Capital LLC](https://advisorcensus.com/firm/flower-city-capital-llc-pittsford-ny-281503) ([md](https://advisorcensus.com/firm/flower-city-capital-llc-pittsford-ny-281503.md)) | 281503 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Generation Capital Management LLC](https://advisorcensus.com/firm/generation-capital-management-llc-pittsford-ny-128523) ([md](https://advisorcensus.com/firm/generation-capital-management-llc-pittsford-ny-128523.md)) | 128523 | Pittsford, NY | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Geovest Advisors Inc](https://advisorcensus.com/firm/geovest-advisors-inc-fairport-ny-105906) ([md](https://advisorcensus.com/firm/geovest-advisors-inc-fairport-ny-105906.md)) | 105906 | Fairport, NY | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets, Fixed fee |
| [Good Life Wealth Management LLC](https://advisorcensus.com/firm/good-life-wealth-management-llc-livonia-ny-171175) ([md](https://advisorcensus.com/firm/good-life-wealth-management-llc-livonia-ny-171175.md)) | 171175 | Livonia, NY | State-registered investment adviser | Under $25 million | 12 | % of assets, Fixed fee |
| [GPS Financial, LLC](https://advisorcensus.com/firm/gps-financial-llc-pittsford-ny-290227) ([md](https://advisorcensus.com/firm/gps-financial-llc-pittsford-ny-290227.md)) | 290227 | Pittsford, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Hamewith Wealth](https://advisorcensus.com/firm/hamewith-wealth-rochester-ny-339975) ([md](https://advisorcensus.com/firm/hamewith-wealth-rochester-ny-339975.md)) | 339975 | Rochester, NY | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Highland Wealth Advisory LLC](https://advisorcensus.com/firm/highland-wealth-advisory-llc-rochester-ny-154031) ([md](https://advisorcensus.com/firm/highland-wealth-advisory-llc-rochester-ny-154031.md)) | 154031 | Rochester, NY | State-registered investment adviser | Not reported | 16 | % of assets, Hourly, Fixed fee |
| [Honeoye Falls Capital LLC](https://advisorcensus.com/firm/honeoye-falls-capital-llc-honeoye-falls-ny-333306) ([md](https://advisorcensus.com/firm/honeoye-falls-capital-llc-honeoye-falls-ny-333306.md)) | 333306 | Honeoye Falls, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Horizon Financial](https://advisorcensus.com/firm/horizon-financial-west-henrietta-ny-305239) ([md](https://advisorcensus.com/firm/horizon-financial-west-henrietta-ny-305239.md)) | 305239 | West Henrietta, NY | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |
| [Howe and Rusling, Inc.](https://advisorcensus.com/firm/howe-and-rusling-inc-rochester-ny-104627) ([md](https://advisorcensus.com/firm/howe-and-rusling-inc-rochester-ny-104627.md)) | 104627 | Rochester, NY | SEC-registered investment adviser | $1 billion to $5 billion | 85 | % of assets, Fixed fee |
| [Hyjc Capital of WNY](https://advisorcensus.com/firm/hyjc-capital-of-wny-lakeville-ny-325574) ([md](https://advisorcensus.com/firm/hyjc-capital-of-wny-lakeville-ny-325574.md)) | 325574 | Lakeville, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Iconoclastic Capital Management LLC](https://advisorcensus.com/firm/iconoclastic-capital-management-llc-rochester-ny-310132) ([md](https://advisorcensus.com/firm/iconoclastic-capital-management-llc-rochester-ny-310132.md)) | 310132 | Rochester, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Labounty Financial Planning](https://advisorcensus.com/firm/labounty-financial-planning-pittsford-ny-342726) ([md](https://advisorcensus.com/firm/labounty-financial-planning-pittsford-ny-342726.md)) | 342726 | Pittsford, NY | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Layline Advisors](https://advisorcensus.com/firm/layline-advisors-rochester-ny-285136) ([md](https://advisorcensus.com/firm/layline-advisors-rochester-ny-285136.md)) | 285136 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Lifemark Securities Corp.](https://advisorcensus.com/firm/lifemark-securities-corp-rochester-ny-16204) ([md](https://advisorcensus.com/firm/lifemark-securities-corp-rochester-ny-16204.md)) | 16204 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [LVW Advisors, LLC](https://advisorcensus.com/firm/lvw-advisors-llc-pittsford-ny-159403) ([md](https://advisorcensus.com/firm/lvw-advisors-llc-pittsford-ny-159403.md)) | 159403 | Pittsford, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Other |
| [Mark Andrew Paganelli](https://advisorcensus.com/firm/mark-andrew-paganelli-pittsford-ny-126669) ([md](https://advisorcensus.com/firm/mark-andrew-paganelli-pittsford-ny-126669.md)) | 126669 | Pittsford, NY | State-registered investment adviser | Not reported | 29 | Hourly, Fixed fee, Other |
| [Milestones Private Investment Advisors LLC](https://advisorcensus.com/firm/milestones-private-investment-advisors-llc-fairport-ny-289116) ([md](https://advisorcensus.com/firm/milestones-private-investment-advisors-llc-fairport-ny-289116.md)) | 289116 | Fairport, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Northlanding Financial Partners, LLC](https://advisorcensus.com/firm/northlanding-financial-partners-llc-rochester-ny-167055) ([md](https://advisorcensus.com/firm/northlanding-financial-partners-llc-rochester-ny-167055.md)) | 167055 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Novem Group](https://advisorcensus.com/firm/novem-group-rochester-ny-158964) ([md](https://advisorcensus.com/firm/novem-group-rochester-ny-158964.md)) | 158964 | Rochester, NY | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [O'Haver Wealth Management, LLC](https://advisorcensus.com/firm/o-haver-wealth-management-llc-newark-ny-299698) ([md](https://advisorcensus.com/firm/o-haver-wealth-management-llc-newark-ny-299698.md)) | 299698 | Newark, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Oak Crest Advisory, LLC](https://advisorcensus.com/firm/oak-crest-advisory-llc-rochester-ny-304255) ([md](https://advisorcensus.com/firm/oak-crest-advisory-llc-rochester-ny-304255.md)) | 304255 | Rochester, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Peartree Advisory](https://advisorcensus.com/firm/peartree-advisory-rochester-ny-335723) ([md](https://advisorcensus.com/firm/peartree-advisory-rochester-ny-335723.md)) | 335723 | Rochester, NY | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Piano Wealth Management](https://advisorcensus.com/firm/piano-wealth-management-victor-ny-317854) ([md](https://advisorcensus.com/firm/piano-wealth-management-victor-ny-317854.md)) | 317854 | Victor, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Prentice Wealth Management LLC](https://advisorcensus.com/firm/prentice-wealth-management-llc-rochester-ny-160052) ([md](https://advisorcensus.com/firm/prentice-wealth-management-llc-rochester-ny-160052.md)) | 160052 | Rochester, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Subscription, Fixed fee |
| [Primetime Wealth Management LLC](https://advisorcensus.com/firm/primetime-wealth-management-llc-pittsford-ny-301041) ([md](https://advisorcensus.com/firm/primetime-wealth-management-llc-pittsford-ny-301041.md)) | 301041 | Pittsford, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Professional Financial](https://advisorcensus.com/firm/professional-financial-pittsford-ny-125580) ([md](https://advisorcensus.com/firm/professional-financial-pittsford-ny-125580.md)) | 125580 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Prosperity Advisory Group LLC](https://advisorcensus.com/firm/prosperity-advisory-group-llc-victor-ny-310720) ([md](https://advisorcensus.com/firm/prosperity-advisory-group-llc-victor-ny-310720.md)) | 310720 | Victor, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Rise Advisors, LLC](https://advisorcensus.com/firm/rise-advisors-llc-rochester-ny-309760) ([md](https://advisorcensus.com/firm/rise-advisors-llc-rochester-ny-309760.md)) | 309760 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Rochester Investments](https://advisorcensus.com/firm/rochester-investments-rochester-ny-306782) ([md](https://advisorcensus.com/firm/rochester-investments-rochester-ny-306782.md)) | 306782 | Rochester, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/ny/rochester/flat-fee/page/2.md

## Questions people ask

**How many financial advisory firms are there in Rochester, NY?**
AdvisorCensus lists 108 investment advisory firms with a principal office in the Rochester metro area, from Form ADV filings as of October 2026: 74 SEC-registered, 29 state-registered, and 5 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Rochester, NY?**
46 of the 108 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Rochester, NY offer financial planning?**
75 of the 103 firms in Rochester, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Rochester, NY fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 46 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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- [Financial advisors in Rochester, NY](https://advisorcensus.com/advisors/ny/rochester) (https://advisorcensus.com/advisors/ny/rochester.md)
- [Flat-fee financial advisors in New York](https://advisorcensus.com/advisors/ny/flat-fee) (https://advisorcensus.com/advisors/ny/flat-fee.md)
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Cite as: AdvisorCensus. Flat-fee financial advisors in Rochester, NY: 60 firms from Form ADV filings as of October 2026.