Fahey Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides financial planning, consulting, and retirement plan advisory services to individuals, pension and profit-sharing plans, trusts, and other entities. Its offerings include written financial plans, limited-scope investment advice, and ERISA plan consulting for qualified retirement plans.
Rather than directly managing client portfolios, the firm typically recommends and coordinates with third-party money managers and may serve as a non-discretionary 3(21) ERISA advisor, monitoring managers and providing required disclosures. Financial planning engagements begin with in-depth fact-finding and periodic reviews; the firm does not custody client assets or execute trades for client accounts.
Noteworthy features relative to peers include the principal’s ongoing activity as a licensed insurance producer (approximately 30% of her time), a clear pension consulting practice, and a regular practice of selecting and referring clients to other advisers with disclosed referral arrangements. The firm also commonly charges planning and consulting on an hourly basis rather than relying primarily on percentage-of-assets fees, and it discloses potential conflicts that may arise from insurance and referral compensation.
Client services
Financial planning
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Income planning
Fee options
$0 - $250,000: 1.55% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$150 to $250 per hour
Fee-only: $150 to $250 per hour for financial planning and consulting fees
Main office location
Fahey Financial
3860 Main Street
Buffalo NY 14226, United States
Number of offices
1
Most active in
Fahey Financial has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")