Advisor at Delaware Avenue Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Delaware Avenue Advisors Inc.
Location
Buffalo, NY 14209
Credentials
CFA®, Series 63, Series 65
Industry experience
3 years
Eugene Chaas is a CFA® charterholder and financial advisor at Delaware Avenue Advisors Inc. with three years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1997 and serves as a part-time lecturer at Buffalo State College, teaching investments, estates, and corporate finance. Additionally, he holds the position of National Treasurer for the Modern Whig Institute. Delaware Avenue Advisors provides discretionary portfolio management, financial planning, and ERISA consulting to individuals, including high-net-worth clients, and retirement plans. The firm employs a range of investment strategies informed by macroeconomic, fundamental, technical, and cyclical analysis, operating with discretionary trading authority and conducting regular account reviews and performance reporting.
Based on Delaware Avenue Advisors Inc.
Fixed fees between $500 and $2,500 for financial planning; ERISA services as flat annual retainer or hourly basis
$100,000 - $249,999: 1.25% $250,000 - $749,999: 1.15% $750,000 - $1,249,999: 1.07% $1,250,000 - $2,499,999: 1.00% $2,500,000 - $5,000,000: 0.85% Above $5,000,000+: Negotiable
$90-$150 per hour for financial planning; $120-$175 per hour for fiduciary services
Account minimum: $250,000 (may be waived) Fee-only: Fixed fees between $500 and $2,500 for financial planning; hourly fees from $90 to $175 depending on service complexity; ERISA fiduciary services may exceed $2,500 annually
1207 Delaware Avenue, #Suite 202
Buffalo, NY 14209
New York
Buffalo State College
2007 - Present (19 years)
Leaser
2007 - Present (19 years)
Raymond James Financial Services, Inc.
1997 - Present (29 years)
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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.
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Free Time Financial LLC
I'm a retirement focused advisor with over 10 years of experience. I specialize in tax-efficient retirement planning and investment management for those that are retired or within a few years of retiring, all for a flat annual fee. I launched Free Time Financial in March 2025 after spending 10 years working for a Registered Investment Advisor firm who provided tax-efficient retirement planning, but charged for the service based on how large your investment accounts were. That model never made sense to me, and I finally left to build a firm on my own terms, where I could take wonderful care of a smaller number of families and charge them based on the complexity of the service and not on how wealthy they are.
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