Jeffrey Wolniewicz is a CFP, ChFC-designated registered investment advisor at Under Par Planning LLC, based in Buffalo, NY, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 71 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.59% |
Associate Members exclude $100,000 of assets from the fee calculation. Resident Members exclude $300,000 of assets from the fee calculation. Pricing is negotiable.
Fee Estimator
Location
Buffalo, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Under Par Planning LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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