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oak crest advisory, llc

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oak crest advisory, llcrochester, NY

Additional Information

Oak Crest Advisory, LLC is a comprehensive financial planning and wealth management firm that assists individuals and small businesses with achieving their financial goals. The firm offers coordinated planning to address short and long-term financial planning needs, customized and proactive investment management, tax planning and preparation, estate planning, and risk management reviews.

CFP®CPAMBACFS®CIMA®Certified Tax Specialist

Specializes in

Small business financial planningWealth accumulationWealth preservationWealth distributionGoal prioritization and achievement

Services

Financial planningWealth managementInvestment managementTax planningTax preparationEstate planningRisk management reviewsRetirement planning

Team of 3 members · Serving Rochester

Additional information extracted from the firm's public website. Last updated: September 15, 2026

Contact Information

Phone: 585-507-1681

Website: https://www.oakcrestadvisory.com

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Frequently Asked Questions

How much does a financial advisor cost in rochester?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.